Legacy Wealth Management (Tennessee)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Buy |
3,862
+924
| +31% | +$190K | 0.05% | 20 |
|
|
2025
Q1 | $653K | Sell |
2,938
-339
| -10% | -$75.3K | 0.04% | 23 |
|
|
2024
Q4 | $821K | Buy |
3,277
+30
| +0.9% | +$7.51K | 0.05% | 19 |
|
|
2024
Q3 | $757K | Buy |
3,247
+2,246
| +224% | +$523K | 0.05% | 21 |
|
|
2024
Q2 | $211K | Sell |
1,001
-884
| -47% | -$186K | 0.02% | 23 |
|
|
2024
Q1 | $323K | Buy |
+1,885
| New | +$323K | 0.02% | 21 |
|
|
2017
Q1 | – | Sell |
-16
| Closed | -$468 | – | 11 |
|
|
2016
Q4 | $468 | Buy |
+16
| New | +$468 | ﹤0.01% | 79 |
|