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