Evercore Wealth Management, LLC AAPL Holdings History
Evercore Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Evercore Wealth Management, LLC held 1.70 Mil shares of Apple Inc(AAPL), totaling $378.09 Mil. This investment constitutes 6.07% of their stock portfolio, and Evercore Wealth Management, LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then Evercore Wealth Management, LLC has made 9 purchases of AAPL, at an average price of $21.84, for a total of 2.92 Mil shares. In addition, there have been 27 sales at an average price of $102.03 for 1.21 Mil shares. Based on historical transaction data and AAPL's current price of $201.08, Evercore Wealth Management, LLC's estimated gain on his AAPL holdings is $402.45 Mil, reflecting a 632.06% gain to date.
Evercore Wealth Management, LLC AAPL ($201.08) Holding Chart
Evercore Wealth Management, LLC AAPL ($201.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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