LFS
Legacy Financial Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.49M | Sell |
31,627
-257
| -0.8% | -$52.7K | 1.27% | 12 |
|
|
2025
Q1 | $7.08M | Buy |
31,884
+733
| +2% | +$163K | 1.54% | 11 |
|
|
2024
Q4 | $7.6M | Sell |
31,151
-287
| -0.9% | -$70K | 1.64% | 10 |
|
|
2024
Q3 | $7.32M | Buy |
31,438
+1,825
| +6% | +$425K | 1.62% | 11 |
|
|
2024
Q2 | $6.56M | Buy |
29,613
+862
| +3% | +$191K | 1.58% | 11 |
|
|
2024
Q1 | $4.93M | Buy |
28,751
+649
| +2% | +$111K | 1.27% | 11 |
|
|
2023
Q4 | $5.41M | Buy |
28,102
+1,155
| +4% | +$222K | 1.54% | 11 |
|
|
2023
Q3 | $4.93M | Buy |
26,947
+2,393
| +10% | +$438K | 1.58% | 11 |
|
|
2023
Q2 | $4.76M | Buy |
24,554
+230
| +0.9% | +$44.6K | 1.59% | 10 |
|
|
2023
Q1 | $4.01M | Sell |
24,324
-83
| -0.3% | -$13.7K | 1.49% | 10 |
|
|
2022
Q4 | $3.17M | Buy |
24,407
+1,144
| +5% | +$149K | 1.31% | 11 |
|
|
2022
Q3 | $3.22M | Buy |
23,263
+178
| +0.8% | +$24.6K | 1.5% | 10 |
|
|
2022
Q2 | $3.16M | Sell |
23,085
-15
| -0.1% | -$2.05K | 1.56% | 9 |
|
|
2022
Q1 | $4.03M | Buy |
23,100
+3,276
| +17% | +$572K | 1.72% | 10 |
|
|
2021
Q4 | $3.52M | Buy |
19,824
+307
| +2% | +$54.5K | 1.52% | 11 |
|
|
2021
Q3 | $2.76M | Sell |
19,517
-108
| -0.6% | -$15.3K | 1.3% | 10 |
|
|
2021
Q2 | $2.69M | Buy |
19,625
+153
| +0.8% | +$21K | 1.29% | 10 |
|
|
2021
Q1 | $2.38M | Buy |
19,472
+15
| +0.1% | +$1.83K | 1.26% | 10 |
|
|
2020
Q4 | $2.58M | Sell |
19,457
-217
| -1% | -$28.8K | 1.32% | 12 |
|
|
2020
Q3 | $2.28M | Buy |
19,674
+14,776
| +302% | +$1.71M | 1.31% | 11 |
|
|
2020
Q2 | $1.79M | Sell |
4,898
-191
| -4% | -$69.7K | 1.38% | 9 |
|
|
2020
Q1 | $1.29M | Buy |
5,089
+64
| +1% | +$16.3K | 1.23% | 10 |
|
|
2019
Q4 | $1.48M | Sell |
5,025
-55
| -1% | -$16.1K | 1.19% | 8 |
|
|
2019
Q3 | $1.27M | Buy |
5,080
+1,406
| +38% | +$350K | 1.13% | 9 |
|
|
2019
Q2 | $741K | Sell |
3,674
-69
| -2% | -$13.9K | 0.69% | 23 |
|
|
2019
Q1 | $711K | Buy |
3,743
+59
| +2% | +$11.2K | 0.61% | 20 |
|
|
2018
Q4 | $581K | Buy |
3,684
+41
| +1% | +$6.47K | 0.58% | 21 |
|
|
2018
Q3 | $700K | Sell |
3,643
-2,039
| -36% | -$392K | 0.71% | 12 |
|
|
2018
Q2 | $1.05M | Buy |
5,682
+180
| +3% | +$33.3K | 0.94% | 12 |
|
|
2018
Q1 | $923K | Buy |
5,502
+1
| +0% | +$168 | 0.9% | 14 |
|
|
2017
Q4 | $931K | Buy |
+5,501
| New | +$931K | 0.99% | 17 |
|