LCWP
Legacy Capital Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.17M | Buy |
25,204
+719
| +3% | +$148K | 1.18% | 16 |
|
|
2025
Q1 | $5.44M | Buy |
24,485
+629
| +3% | +$140K | 1.34% | 13 |
|
|
2024
Q4 | $5.97M | Sell |
23,856
-2,490
| -9% | -$624K | 1.48% | 13 |
|
|
2024
Q3 | $6.14M | Buy |
26,346
+453
| +2% | +$106K | 1.23% | 16 |
|
|
2024
Q2 | $5.45M | Buy |
25,893
+16,971
| +190% | +$3.57M | 1.39% | 15 |
|
|
2024
Q1 | $1.47M | Sell |
8,922
-15,335
| -63% | -$2.53M | 1.05% | 35 |
|
|
2023
Q4 | $4.67M | Buy |
24,257
+136
| +0.6% | +$26.2K | 1.32% | 17 |
|
|
2023
Q3 | $4.13M | Buy |
+24,121
| New | +$4.13M | 1.13% | 17 |
|
|
2023
Q2 | – | Sell |
-20,447
| Closed | -$3.37M | – | 41 |
|
|
2023
Q1 | $3.37M | Buy |
+20,447
| New | +$3.37M | 0.92% | 25 |
|
|
2022
Q4 | – | Sell |
-1,648
| Closed | -$228K | – | 59 |
|
|
2022
Q3 | $228K | Buy |
1,648
+2
| +0.1% | +$277 | 0.12% | 49 |
|
|
2022
Q2 | $225K | Buy |
1,646
+2
| +0.1% | +$273 | 0.11% | 50 |
|
|
2022
Q1 | $287K | Buy |
1,644
+2
| +0.1% | +$349 | 0.12% | 49 |
|
|
2021
Q4 | $291K | Buy |
1,642
+17
| +1% | +$3.01K | 0.12% | 40 |
|
|
2021
Q3 | $230K | Sell |
1,625
-3
| -0.2% | -$425 | 0.09% | 41 |
|
|
2021
Q2 | $223K | Buy |
+1,628
| New | +$223K | 0.12% | 23 |
|
|
2021
Q1 | – | Sell |
-3,280
| Closed | -$435K | – | 84 |
|
|
2020
Q4 | $435K | Buy |
+3,280
| New | +$435K | 0.19% | 48 |
|