LFA
Legacy Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Sell |
76,788
-5,755
| -7% | -$1.18M | 2.46% | 10 |
|
|
2025
Q1 | $18.3M | Buy |
82,543
+2,361
| +3% | +$524K | 3.07% | 5 |
|
|
2024
Q4 | $20.1M | Buy |
80,182
+1,130
| +1% | +$283K | 3.32% | 4 |
|
|
2024
Q3 | $18.4M | Buy |
79,052
+3,389
| +4% | +$790K | 3.09% | 5 |
|
|
2024
Q2 | $15.9M | Buy |
75,663
+1,929
| +3% | +$406K | 2.84% | 8 |
|
|
2024
Q1 | $12.6M | Sell |
73,734
-1,473
| -2% | -$253K | 2.27% | 11 |
|
|
2023
Q4 | $14.5M | Buy |
75,207
+5,205
| +7% | +$1M | 2.78% | 9 |
|
|
2023
Q3 | $12M | Buy |
70,002
+1,346
| +2% | +$230K | 2.4% | 10 |
|
|
2023
Q2 | $13.3M | Buy |
68,656
+3,346
| +5% | +$649K | 2.49% | 11 |
|
|
2023
Q1 | $10.8M | Buy |
65,310
+6,264
| +11% | +$1.03M | 2.2% | 12 |
|
|
2022
Q4 | $7.67M | Sell |
59,046
-3,811
| -6% | -$495K | 1.65% | 12 |
|
|
2022
Q3 | $8.69M | Buy |
62,857
+3,712
| +6% | +$513K | 2.08% | 11 |
|
|
2022
Q2 | $8.09M | Sell |
59,145
-2,611
| -4% | -$357K | 2.01% | 10 |
|
|
2022
Q1 | $10.8M | Sell |
61,756
-1,778
| -3% | -$310K | 2.43% | 9 |
|
|
2021
Q4 | $11.3M | Buy |
63,534
+2,010
| +3% | +$357K | 2.59% | 9 |
|
|
2021
Q3 | $8.71M | Buy |
61,524
+3,935
| +7% | +$557K | 2.13% | 8 |
|
|
2021
Q2 | $7.89M | Buy |
57,589
+3,650
| +7% | +$500K | 2% | 9 |
|
|
2021
Q1 | $6.59M | Buy |
53,939
+930
| +2% | +$114K | 1.81% | 9 |
|
|
2020
Q4 | $7.04M | Buy |
53,009
+339
| +0.6% | +$45K | 1.99% | 9 |
|
|
2020
Q3 | $6.1M | Buy |
52,670
+39,845
| +311% | +$4.61M | 1.86% | 10 |
|
|
2020
Q2 | $4.68M | Sell |
12,825
-15
| -0.1% | -$5.47K | 1.68% | 11 |
|
|
2020
Q1 | $3.77M | Buy |
12,840
+119
| +0.9% | +$35K | 1.4% | 11 |
|
|
2019
Q4 | $3.74M | Sell |
12,721
-153
| -1% | -$44.9K | 1.18% | 8 |
|
|
2019
Q3 | $2.88M | Buy |
12,874
+218
| +2% | +$48.8K | 0.96% | 9 |
|
|
2019
Q2 | $2.51M | Buy |
12,656
+280
| +2% | +$55.4K | 0.89% | 10 |
|
|
2019
Q1 | $2.35M | Buy |
12,376
+2,003
| +19% | +$380K | 0.8% | 11 |
|
|
2018
Q4 | $1.64M | Sell |
10,373
-321
| -3% | -$50.6K | 0.63% | 16 |
|
|
2018
Q3 | $2.41M | Buy |
10,694
+138
| +1% | +$31.2K | 0.87% | 13 |
|
|
2018
Q2 | $2.02M | Buy |
10,556
+181
| +2% | +$34.6K | 0.77% | 15 |
|
|
2018
Q1 | $1.8M | Buy |
10,375
+188
| +2% | +$32.6K | 0.71% | 15 |
|
|
2017
Q4 | $1.72M | Buy |
+10,187
| New | +$1.72M | 0.71% | 15 |
|