EVERCORE WEALTH MANAGEMENT, LLC – Apple Inc. Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$273.80M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
+1.08%
quarter
Apple Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.14% | -22.92K shares | -203K | $138.2 | 1.98M |
| Q2 2022 | share | Decrease | -2.86% | -59.02K shares | -86.24M | $136.72 | 2.00M |
| Q1 2022 | share | Decrease | -1.29% | -26.86K shares | -10.87M | $174.61 | 2.06M |
| Q4 2021 | share | Decrease | -1.08% | -22.74K shares | 72.17M | $178.2 | 2.09M |
| Q3 2021 | share | Decrease | -2.02% | -43.51K shares | 3.63M | $141.29 | 2.11M |
| Q2 2021 | share | Decrease | -0.59% | -12.89K shares | 30.36M | $136.56 | 2.15M |
| Q1 2021 | share | Decrease | -1.22% | -26.81K shares | -26.42M | $121.58 | 2.16M |
| Q4 2020 | share | Decrease | -1.08% | -23.95K shares | 34.29M | $131.88 | 2.19M |
| Q3 2020 | share | Decrease | -4.58% | -106.45K shares | 44.92M | $114.9 | 2.21M |
| Q2 2020 | share | Decrease | -0.34% | -8.01K shares | 63.76M | $90.32 | 2.32M |
| Q1 2020 | share | Decrease | -2.93% | -70.52K shares | -28.14M | $62.79 | 2.33M |
| Q4 2019 | share | Decrease | -2.17% | -53.34K shares | 38.90M | $72.34 | 2.40M |
| Q3 2019 | share | Increase | +0.02% | 552 shares | 16.03M | $55.01 | 2.45M |
| Q2 2019 | share | Increase | +6.39% | 147.54K shares | 11.90M | $48.43 | 2.45M |
| Q1 2019 | share | Increase | +3.13% | 70.08K shares | 21.36M | $46.29 | 2.31M |
| Q4 2018 | share | Increase | +1.28% | 28.22K shares | -36.48M | $38.28 | 2.24M |
| Q3 2018 | share | Decrease | -2.75% | -62.56K shares | 19.57M | $54.59 | 2.21M |
| Q2 2018 | share | Increase | +2.63% | 58.38K shares | 12.30M | $44.61 | 2.27M |
| Q1 2018 | share | Decrease | -3.00% | -68.58K shares | -3.70M | $40.28 | 2.21M |
| Q4 2017 | share | Decrease | -1.24% | -28.75K shares | 7.52M | $40.46 | 2.28M |
| Q3 2017 | share | Decrease | -1.45% | -34.08K shares | 4.61M | $36.72 | 2.31M |
| Q2 2017 | share | Decrease | -1.88% | -44.86K shares | -1.40M | $34.17 | 2.34M |
| Q1 2017 | share | Decrease | -2.37% | -57.99K shares | 14.97M | $33.95 | 2.39M |
| Q4 2016 | share | Decrease | -1.48% | -36.77K shares | 657K | $27.25 | 2.45M |
| Q3 2016 | share | Increase | +1.66% | 40.68K shares | 11.82M | $26.46 | 2.48M |
| Q2 2016 | share | Decrease | -1.94% | -48.4K shares | -9.50M | $22.26 | 2.44M |
| Q1 2016 | share | Increase | +6.03% | 141.81K shares | 6.06M | $25.22 | 2.49M |