Legacy Wealth Planning’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$3.69M Sell
2022
Q2
$3.67M Sell
2022
Q1
$4.97M Sell
2021
Q4
$5.16M Sell
2021
Q3
$4.76M Buy
2021
Q2
$4.21M Buy
2021
Q1
$3.57M Buy
2020
Q4
$3.8M Buy
2020
Q3
$3.17M Sell
2020
Q2
$2.65M Sell
2020
Q1
$1.91M Buy
2019
Q4
$1.95M Buy