Ownership history in EVOKE WEALTH, LLC · 29 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, 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 | REDUCED | 72,700 | -328,905 | -81.9% | 0.37% | $19.8M | $271.61 |
| 2025 Q4 | ADDED | 401,605 | +328,905 | +452.4% | 2.04% | $109.2M | $271.61 |
| 2025 Q3 | REDUCED | 72,700 | -309,984 | -81.0% | 0.37% | $18.5M | $254.15 |
| 2025 Q3 | ADDED | 382,684 | +19,577 | +5.4% | 1.97% | $97.4M | $254.15 |
| 2025 Q2 | ADDED | 363,107 | +290,407 | +399.5% | 1.70% | $74.5M | $204.55 |
| 2025 Q2 | REDUCED | 72,700 | -289,859 | -79.9% | 0.34% | $14.9M | $204.55 |
| 2025 Q1 | ADDED | 362,559 | +105,209 | +40.9% | 2.10% | $80.5M | $221.17 |
| 2024 Q4 | ADDED | 257,350 | +5,673 | +2.3% | 1.79% | $64.4M | $249.06 |
| 2024 Q3 | ADDED | 251,677 | +248,877 | +8888.5% | 1.59% | $58.6M | $231.48 |
| 2024 Q2 | REDUCED | 2,800 | -239,721 | -98.8% | 0.70% | $590K | $209.00 |
As of 2025 Q4 — sorted by position size