LT
Legacy Trust’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Sell |
77,571
-7,512
| -9% | -$1.54M | 3.9% | 3 |
|
|
2025
Q1 | $18.9M | Sell |
85,083
-419
| -0.5% | -$93.1K | 4.56% | 1 |
|
|
2024
Q4 | $21.4M | Sell |
85,502
-3,106
| -4% | -$778K | 4.97% | 1 |
|
|
2024
Q3 | $20.6M | Sell |
88,608
-2,214
| -2% | -$516K | 4.74% | 1 |
|
|
2024
Q2 | $19.1M | Sell |
90,822
-3,407
| -4% | -$718K | 4.76% | 1 |
|
|
2024
Q1 | $16.2M | Sell |
94,229
-22,819
| -19% | -$3.91M | 4.03% | 2 |
|
|
2023
Q4 | $22.5M | Sell |
117,048
-5,368
| -4% | -$1.03M | 5.87% | 1 |
|
|
2023
Q3 | $21M | Sell |
122,416
-1,472
| -1% | -$252K | 6.09% | 1 |
|
|
2023
Q2 | $24M | Sell |
123,888
-1,370
| -1% | -$266K | 6.62% | 1 |
|
|
2023
Q1 | $20.7M | Buy |
125,258
+134
| +0.1% | +$22.1K | 6.15% | 1 |
|
|
2022
Q4 | $16.3M | Buy |
+125,124
| New | +$16.3M | 5.02% | 2 |
|