LA
Legacy Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Sell |
24,312
-164,113
| -87% | -$800K | 1.87% | 9 |
|
|
2025
Q1 | $41.9M | Buy |
188,425
+16,014
| +9% | +$3.56M | 4.31% | 4 |
|
|
2024
Q4 | $43.2M | Buy |
172,411
+24,470
| +17% | +$6.13M | 4.19% | 4 |
|
|
2024
Q3 | $34.5M | Buy |
147,941
+1,281
| +0.9% | +$298K | 3.73% | 3 |
|
|
2024
Q2 | $30.9M | Buy |
146,660
+18,808
| +15% | +$3.96M | 3.75% | 3 |
|
|
2024
Q1 | $21.9M | Sell |
127,852
-1,945
| -1% | -$334K | 2.77% | 5 |
|
|
2023
Q4 | $25M | Buy |
129,797
+11,674
| +10% | +$2.25M | 3.22% | 3 |
|
|
2023
Q3 | $20.2M | Buy |
118,123
+8,712
| +8% | +$1.49M | 3.26% | 2 |
|
|
2023
Q2 | $21.2M | Buy |
109,411
+19,909
| +22% | +$3.86M | 3.15% | 2 |
|
|
2023
Q1 | $14.8M | Buy |
89,502
+6,699
| +8% | +$1.1M | 2.72% | 3 |
|
|
2022
Q4 | $10.8M | Buy |
82,803
+8,108
| +11% | +$1.05M | 1.97% | 4 |
|
|
2022
Q3 | $10.3M | Sell |
74,695
-771
| -1% | -$107K | 2.28% | 3 |
|
|
2022
Q2 | $10.3M | Sell |
75,466
-210
| -0.3% | -$28.7K | 2.17% | 5 |
|
|
2022
Q1 | $13.2M | Buy |
75,676
+21,175
| +39% | +$3.7M | 2.57% | 5 |
|
|
2021
Q4 | $9.68M | Sell |
54,501
-540
| -1% | -$95.9K | 3.55% | 7 |
|
|
2021
Q3 | $7.79M | Buy |
55,041
+170
| +0.3% | +$24.1K | 3.11% | 8 |
|
|
2021
Q2 | $7.52M | Sell |
54,871
-296
| -0.5% | -$40.5K | 3.05% | 8 |
|
|
2021
Q1 | $6.74M | Buy |
55,167
+3,174
| +6% | +$388K | 2.98% | 8 |
|
|
2020
Q4 | $6.9M | Sell |
51,993
-1,591
| -3% | -$211K | 3.92% | 6 |
|
|
2020
Q3 | $6.21M | Buy |
53,584
+40,338
| +305% | +$4.67M | 4.1% | 4 |
|
|
2020
Q2 | $4.83M | Sell |
13,246
-2,499
| -16% | -$912K | 3.84% | 5 |
|
|
2020
Q1 | $4M | Sell |
15,745
-2,687
| -15% | -$683K | 4.01% | 5 |
|
|
2019
Q4 | $5.41M | Buy |
18,432
+1,439
| +8% | +$423K | 3.43% | 5 |
|
|
2019
Q3 | $3.81M | Sell |
16,993
-169
| -1% | -$37.9K | 2.85% | 7 |
|
|
2019
Q2 | $3.4M | Sell |
17,162
-17,152
| -50% | -$3.4M | 2.3% | 8 |
|
|
2019
Q1 | $6.52M | Buy |
34,314
+17,802
| +108% | +$3.38M | 2.12% | 11 |
|
|
2018
Q4 | $2.61M | Buy |
16,512
+6,225
| +61% | +$982K | 1.98% | 12 |
|
|
2018
Q3 | $2.32M | Buy |
10,287
+3,176
| +45% | +$717K | 1.14% | 18 |
|
|
2018
Q2 | $1.32M | Buy |
7,111
+119
| +2% | +$22K | 0.98% | 28 |
|
|
2018
Q1 | $1.22M | Buy |
6,992
+359
| +5% | +$62.7K | 0.9% | 31 |
|
|
2017
Q4 | $1.12M | Sell |
6,633
-70
| -1% | -$11.8K | 1.09% | 23 |
|
|
2017
Q3 | $1.03M | Buy |
6,703
+1,664
| +33% | +$256K | 1.15% | 21 |
|
|
2017
Q2 | $725K | Hold |
5,039
| – | – | 0.93% | 23 |
|
|
2017
Q1 | $723K | Sell |
5,039
-50
| -1% | -$7.17K | 0.98% | 20 |
|
|
2016
Q4 | $589K | Buy |
+5,089
| New | +$589K | 0.8% | 20 |
|