LFA
Legend Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
11,211
+3,237
| +41% | +$664K | 1.53% | 15 |
|
|
2025
Q1 | $1.77M | Sell |
7,974
-8
| -0.1% | -$1.78K | 1.3% | 16 |
|
|
2024
Q4 | $2M | Buy |
7,982
+71
| +0.9% | +$17.8K | 1.41% | 15 |
|
|
2024
Q3 | $1.84M | Sell |
7,911
-1,006
| -11% | -$234K | 1.27% | 15 |
|
|
2024
Q2 | $1.88M | Buy |
8,917
+376
| +4% | +$79.2K | 1.33% | 15 |
|
|
2024
Q1 | $1.46M | Sell |
8,541
-79
| -0.9% | -$13.5K | 1.06% | 15 |
|
|
2023
Q4 | $1.66M | Sell |
8,620
-7
| -0.1% | -$1.35K | 1.33% | 15 |
|
|
2023
Q3 | $1.48M | Sell |
8,627
-435
| -5% | -$74.5K | 1.26% | 15 |
|
|
2023
Q2 | $1.76M | Sell |
9,062
-928
| -9% | -$180K | 1.47% | 15 |
|
|
2023
Q1 | $1.65M | Sell |
9,990
-1,824
| -15% | -$301K | 1.38% | 16 |
|
|
2022
Q4 | $1.54M | Sell |
11,814
-160
| -1% | -$20.8K | 1.34% | 16 |
|
|
2022
Q3 | $1.65M | Hold |
11,974
| – | – | 1.56% | 16 |
|
|
2022
Q2 | $1.64M | Sell |
11,974
-689
| -5% | -$94.2K | 1.69% | 15 |
|
|
2022
Q1 | $1.79M | Buy |
12,663
+226
| +2% | +$32K | 1.14% | 13 |
|
|
2021
Q4 | $2.21M | Sell |
12,437
-226
| -2% | -$40.1K | 1.54% | 13 |
|
|
2021
Q3 | $1.79M | Buy |
12,663
+148
| +1% | +$20.9K | 1.14% | 13 |
|
|
2021
Q2 | $1.71M | Buy |
+12,515
| New | +$1.71M | 1.1% | 13 |
|
|
2021
Q1 | – | Sell |
-12,415
| Closed | -$1.65M | – | 16 |
|
|
2020
Q4 | $1.65M | Sell |
12,415
-577
| -4% | -$76.5K | 1.33% | 8 |
|
|
2020
Q3 | $1.51M | Buy |
12,992
+9,355
| +257% | +$1.08M | 1.19% | 9 |
|
|
2020
Q2 | $1.33M | Sell |
3,637
-786
| -18% | -$287K | 0.83% | 12 |
|
|
2020
Q1 | $1.13M | Buy |
4,423
+83
| +2% | +$21.1K | 1.01% | 12 |
|
|
2019
Q4 | $1.27M | Sell |
4,340
-281
| -6% | -$82.5K | 1.09% | 15 |
|
|
2019
Q3 | $1.04M | Sell |
4,621
-22
| -0.5% | -$4.93K | 0.88% | 18 |
|
|
2019
Q2 | $918K | Sell |
4,643
-270
| -5% | -$53.4K | 0.81% | 19 |
|
|
2019
Q1 | $933K | Buy |
4,913
+60
| +1% | +$11.4K | 1.02% | 14 |
|
|
2018
Q4 | $7.57M | Buy |
+4,853
| New | +$7.57M | 11.09% | 3 |
|