LWMM
Legacy Wealth Management (Mississippi)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Sell |
109,347
-130,834
| -54% | -$26.8M | 6.82% | 4 |
|
|
2025
Q1 | $53.4M | Buy |
240,181
+171,015
| +247% | +$38M | 17.44% | 2 |
|
|
2024
Q4 | $17.3M | Sell |
69,166
-4,779
| -6% | -$1.2M | 6.88% | 3 |
|
|
2024
Q3 | $17.2M | Buy |
73,945
+5,231
| +8% | +$1.22M | 6.33% | 3 |
|
|
2024
Q2 | $14.5M | Sell |
68,714
-1,050
| -2% | -$221K | 6.11% | 3 |
|
|
2024
Q1 | $12M | Sell |
69,764
-630
| -0.9% | -$108K | 5.39% | 3 |
|
|
2023
Q4 | $13.6M | Sell |
70,394
-530
| -0.7% | -$102K | 6.53% | 3 |
|
|
2023
Q3 | $12.1M | Sell |
70,924
-372
| -0.5% | -$63.7K | 6.31% | 3 |
|
|
2023
Q2 | $13.8M | Sell |
71,296
-69
| -0.1% | -$13.4K | 6.94% | 3 |
|
|
2023
Q1 | $11.8M | Sell |
71,365
-75
| -0.1% | -$12.4K | 6.49% | 3 |
|
|
2022
Q4 | $9.28M | Sell |
71,440
-600
| -0.8% | -$78K | 5.5% | 3 |
|
|
2022
Q3 | $9.96M | Sell |
72,040
-1,258
| -2% | -$174K | 6.72% | 3 |
|
|
2022
Q2 | $10M | Buy |
73,298
+1,375
| +2% | +$188K | 6.09% | 3 |
|
|
2022
Q1 | $12.6M | Buy |
71,923
+662
| +0.9% | +$116K | 6.56% | 3 |
|
|
2021
Q4 | $12.7M | Sell |
71,261
-345
| -0.5% | -$61.3K | 6.48% | 3 |
|
|
2021
Q3 | $10.1M | Buy |
71,606
+108
| +0.2% | +$15.3K | 5.42% | 3 |
|
|
2021
Q2 | $9.79M | Hold |
71,498
| – | – | 5.43% | 3 |
|
|
2021
Q1 | $8.73M | Buy |
71,498
+358
| +0.5% | +$43.7K | 5.29% | 3 |
|
|
2020
Q4 | $9.44M | Buy |
71,140
+14,351
| +25% | +$1.9M | 5.98% | 2 |
|
|
2020
Q3 | $6.58M | Buy |
56,789
+42,589
| +300% | +$4.93M | 4.53% | 3 |
|
|
2020
Q2 | $5.18M | Buy |
14,200
+75
| +0.5% | +$27.4K | 3.96% | 3 |
|
|
2020
Q1 | $3.59M | Buy |
14,125
+2,553
| +22% | +$649K | 3.35% | 3 |
|
|
2019
Q4 | $3.4M | Buy |
+11,572
| New | +$3.4M | 2.96% | 3 |
|