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Apple shares owned by Evermay Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Evermay Wealth Management from 13F filings

Historical chart of Evermay Wealth Management investment in Apple

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All positions including Apple held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 62k 192.53
2023-09-30 $12M 68k 171.21
2023-06-30 $14M 71k 193.97
2023-03-31 $12M 72k 164.90
2022-12-31 $9.4M 72k 129.93
2022-09-30 $10M 76k 138.20
2022-06-30 $10M 76k 136.72
2022-03-31 $14M 79k 174.61
2021-12-31 $15M 83k 177.57
2021-09-30 $12M 86k 141.50
2021-06-30 $13M 96k 136.96
2021-03-31 $12M 97k 122.15
2020-12-31 $14M 102k 132.69
2020-09-30 $12M 106k 115.81
2020-06-30 $10M 28k 364.78
2020-03-31 $7.2M 29k 254.28
2019-12-31 $8.1M 28k 293.64
2019-09-30 $5.6M 25k 223.95
2019-06-30 $4.8M 24k 197.92
2019-03-31 $4.6M 24k 189.94
2018-12-31 $3.9M 25k 157.74
2018-09-30 $5.6M 25k 225.75
2018-06-30 $4.7M 26k 185.11
2018-03-31 $4.3M 26k 167.79
2017-12-31 $4.8M 29k 169.22
2017-09-30 $3.5M 23k 154.14
2017-06-30 $3.2M 23k 144.00
2017-03-31 $3.3M 23k 143.67
2016-12-31 $2.1M 18k 115.84
2016-09-30 $2.1M 19k 113.03
2016-06-30 $1.9M 19k 95.59
2016-03-31 $1.9M 18k 109.00
2015-12-31 $1.7M 17k 105.23
2015-09-30 $1.9M 17k 110.31
2015-06-30 $2.0M 16k 125.43
2015-03-31 $2.0M 16k 124.43
2014-12-31 $1.8M 16k 110.41
2014-09-30 $1.6M 16k 100.75
2014-06-30 $1.5M 16k 92.91
2014-03-31 $1.0M 1.9k 536.50