Apple shares owned by Evergreen Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Evergreen Wealth Management
from 13F filings
Historical chart of Evergreen Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Evergreen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $233k | 915 | 254.56 |
| 2025-06-30 | $1.2M | 5.7k | 205.19 |
| 2025-03-31 | $2.1M | 9.5k | 222.14 |
| 2024-12-31 | $3.2M | 13k | 250.43 |
| 2024-09-30 | $3.3M | 14k | 233.00 |
| 2024-06-30 | $2.5M | 12k | 210.62 |
| 2024-03-31 | $2.0M | 12k | 171.48 |
| 2023-12-31 | $2.3M | 12k | 192.53 |
| 2023-09-30 | $1.9M | 11k | 171.21 |
| 2023-06-30 | $2.1M | 11k | 193.97 |
| 2023-03-31 | $1.8M | 11k | 164.90 |
| 2022-12-31 | $3.8M | 11k | 361.43 |
More positions owned by Evergreen Wealth Management
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