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Legacy Wealth Management (Idaho)’s Apple AAPL Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$939K Buy
4,579
+1,226
+37% +$252K 0.49% 36
2025
Q1 		$745K Sell
3,353
-54
-2% -$12K 0.53% 38
2024
Q4 		$776K Buy
3,407
+77
+2% +$17.5K 0.5% 36
2024
Q3 		$750K Buy
+3,330
New +$750K 0.44% 33