Legacy Financial Group (Iowa)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
10,292
-402
| -4% | -$82.5K | 0.29% | 44 |
|
|
2025
Q1 | $2.38M | Sell |
10,694
-475
| -4% | -$106K | 0.37% | 41 |
|
|
2024
Q4 | $2.8M | Buy |
11,169
+102
| +0.9% | +$25.5K | 0.45% | 37 |
|
|
2024
Q3 | $2.58M | Buy |
11,067
+237
| +2% | +$55.2K | 0.5% | 35 |
|
|
2024
Q2 | $2.28M | Buy |
10,830
+42
| +0.4% | +$8.85K | 0.45% | 40 |
|
|
2024
Q1 | $1.85M | Buy |
+10,788
| New | +$1.85M | 0.37% | 41 |
|
|
2023
Q4 | – | Sell |
-10,995
| Closed | -$1.88M | – | 30 |
|
|
2023
Q3 | $1.88M | Buy |
10,995
+46
| +0.4% | +$7.88K | 0.44% | 37 |
|
|
2023
Q2 | $2.12M | Buy |
10,949
+64
| +0.6% | +$12.4K | 0.55% | 30 |
|
|
2023
Q1 | $1.8M | Buy |
+10,885
| New | +$1.8M | 0.49% | 31 |
|
|
2021
Q4 | – | Sell |
-11,022
| Closed | -$1.56M | – | 35 |
|
|
2021
Q3 | $1.56M | Sell |
11,022
-635
| -5% | -$89.9K | 0.47% | 31 |
|
|
2021
Q2 | $1.6M | Sell |
11,657
-1,857
| -14% | -$254K | 0.48% | 33 |
|
|
2021
Q1 | $1.65M | Buy |
13,514
+1,024
| +8% | +$125K | 0.57% | 32 |
|
|
2020
Q4 | $1.66M | Buy |
+12,490
| New | +$1.66M | 0.64% | 32 |
|