Legacy Capital Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.17M | Buy |
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|
2025
Q1 | $5.44M | Buy |
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|
2024
Q4 | $5.97M | Sell |
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|
2024
Q3 | $6.14M | Buy |
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|
2024
Q2 | $5.45M | Buy |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $4.67M | Buy |
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|
2023
Q3 | $4.13M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.37M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | $225K | Buy |
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|
2022
Q1 | $287K | Buy |
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|
2021
Q4 | $291K | Buy |
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|
2021
Q3 | $230K | Sell |
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|
2021
Q2 | $223K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $435K | Buy |
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