LC
Legacy CG’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Sell |
21,885
-232
| -1% | -$47.6K | 1.34% | 30 |
|
|
2025
Q1 | $4.91M | Buy |
22,117
+400
| +2% | +$88.9K | 1.59% | 29 |
|
|
2024
Q4 | $5.44M | Sell |
21,717
-1,614
| -7% | -$404K | 1.67% | 24 |
|
|
2024
Q3 | $5.44M | Sell |
23,331
-1,860
| -7% | -$433K | 1.78% | 24 |
|
|
2024
Q2 | $5.31M | Buy |
25,191
+1,670
| +7% | +$352K | 1.81% | 24 |
|
|
2024
Q1 | $4.03M | Buy |
23,521
+4,154
| +21% | +$712K | 1.46% | 34 |
|
|
2023
Q4 | $3.73M | Sell |
19,367
-1,613
| -8% | -$311K | 1.42% | 32 |
|
|
2023
Q3 | $3.59M | Sell |
20,980
-3,650
| -15% | -$625K | 1.67% | 28 |
|
|
2023
Q2 | $4.78M | Buy |
24,630
+1,852
| +8% | +$359K | 2.2% | 12 |
|
|
2023
Q1 | $3.76M | Buy |
22,778
+344
| +2% | +$56.7K | 1.9% | 15 |
|
|
2022
Q4 | $2.91M | Buy |
22,434
+785
| +4% | +$102K | 1.71% | 26 |
|
|
2022
Q3 | $2.99M | Buy |
21,649
+235
| +1% | +$32.5K | 1.97% | 17 |
|
|
2022
Q2 | $2.93M | Buy |
21,414
+172
| +0.8% | +$23.5K | 2.02% | 18 |
|
|
2022
Q1 | $3.71M | Buy |
21,242
+359
| +2% | +$62.7K | 2.41% | 13 |
|
|
2021
Q4 | $3.71M | Buy |
+20,883
| New | +$3.71M | 2.23% | 14 |
|