Ownership history in EverSource Wealth Advisors, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in APPLE INC COM (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 183,044 | +1,419 | +0.8% | 1.83% | $49.8M | $271.61 |
| 2025 Q3 | ADDED | 181,625 | +3,752 | +2.1% | 1.83% | $46.2M | $254.15 |
| 2025 Q2 | REDUCED | 177,873 | -24,023 | -11.9% | 1.65% | $36.5M | $204.55 |
| 2025 Q1 | REDUCED | 201,896 | -12,013 | -5.6% | 2.46% | $44.8M | $221.17 |
| 2024 Q4 | ADDED | 213,909 | +9,962 | +4.9% | 3.01% | $53.6M | $249.06 |
| 2024 Q3 | REDUCED | 203,947 | -2,413 | -1.2% | 3.01% | $47.5M | $231.48 |
| 2024 Q2 | ADDED | 206,360 | +37,834 | +22.4% | 3.04% | $45.8M | $209.00 |
| 2024 Q1 | UNCHANGED | 168,526 | — | 0% | 2.97% | $32.4M | $169.93 |
| 2023 Q4 | ADDED | 168,526 | +3,570 | +2.2% | 2.97% | $32.4M | $190.55 |
| 2023 Q3 | ADDED | 164,956 | +1,591 | +1.0% | 3.00% | $28.2M | $169.23 |
As of 2025 Q4 — sorted by position size