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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.38M | Buy |
25,143
+652
| +3% | +$170K | 1.31% | 14 |
|
|
2025
Q4 | $6.66M | Buy |
24,491
+281
| +1% | +$75.4K | 1.43% | 13 |
|
|
2025
Q3 | $6.16M | Sell |
24,210
-994
| -4% | -$225K | 1.34% | 15 |
|
|
2025
Q2 | $5.17M | Buy |
25,204
+719
| +3% | +$145K | 1.18% | 16 |
|
|
2025
Q1 | $5.44M | Buy |
24,485
+629
| +3% | +$146K | 1.34% | 13 |
|
|
2024
Q4 | $5.97M | Sell |
23,856
-2,490
| -9% | -$587K | 1.48% | 13 |
|
|
2024
Q3 | $6.14M | Buy |
26,346
+453
| +2% | +$101K | 1.23% | 16 |
|
|
2024
Q2 | $5.45M | Buy |
25,893
+16,971
| +190% | +$3.16M | 1.39% | 15 |
|
|
2024
Q1 | $1.47M | Sell |
8,922
-15,335
| -63% | -$2.79M | 1.05% | 35 |
|
|
2023
Q4 | $4.67M | Buy |
24,257
+136
| +0.6% | +$25.1K | 1.32% | 17 |
|
|
2023
Q3 | $4.13M | Buy |
+24,121
| New | +$4.42M | 1.13% | 17 |
|
|
2023
Q2 | – | Sell |
-20,447
| Closed | -$3.37M | – | 41 |
|
|
2023
Q1 | $3.37M | Buy |
+20,447
| New | +$3.02M | 0.92% | 25 |
|
|
2022
Q4 | – | Sell |
-1,648
| Closed | -$228K | – | 59 |
|
|
2022
Q3 | $228K | Buy |
1,648
+2
| +0.1% | +$314 | 0.12% | 49 |
|
|
2022
Q2 | $225K | Buy |
1,646
+2
| +0.1% | +$303 | 0.11% | 50 |
|
|
2022
Q1 | $287K | Buy |
1,644
+2
| +0.1% | +$336 | 0.12% | 49 |
|
|
2021
Q4 | $291K | Buy |
1,642
+17
| +1% | +$2.69K | 0.12% | 40 |
|
|
2021
Q3 | $230K | Sell |
1,625
-3
| -0.2% | -$442 | 0.09% | 41 |
|
|
2021
Q2 | $223K | Buy |
+1,628
| New | +$211K | 0.12% | 23 |
|
|
2021
Q1 | – | Sell |
-3,280
| Closed | -$435K | – | 84 |
|
|
2020
Q4 | $435K | Buy |
+3,280
| New | +$395K | 0.19% | 48 |
|
Other funds holding AAPL
VCM
VPM
