Legacy Capital Group California’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $25.9M | Sell |
126,232
-2,536
| -2% | -$520K | 7.18% | 1 |
|
2025
Q1 | $28.6M | Buy |
128,768
+1,203
| +0.9% | +$267K | 9.96% | 1 |
|
2024
Q4 | $31.9M | Sell |
127,565
-1,052
| -0.8% | -$263K | 9.74% | 1 |
|
2024
Q3 | $30M | Sell |
128,617
-613
| -0.5% | -$143K | 9.97% | 1 |
|
2024
Q2 | $27.2M | Sell |
129,230
-441
| -0.3% | -$92.9K | 9.81% | 1 |
|
2024
Q1 | $22.2M | Sell |
129,671
-4,462
| -3% | -$765K | 8.21% | 1 |
|
2023
Q4 | $25.8M | Buy |
134,133
+35,326
| +36% | +$6.8M | 9.98% | 1 |
|
2023
Q3 | $16.9M | Sell |
98,807
-121
| -0.1% | -$20.7K | 7.26% | 1 |
|
2023
Q2 | $19.2M | Buy |
98,928
+5,693
| +6% | +$1.1M | 7.9% | 1 |
|
2023
Q1 | $15.4M | Buy |
+93,235
| New | +$15.4M | 7.51% | 1 |
|