Legend Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.3M | Buy |
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2025
Q1 | $1.77M | Sell |
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2024
Q4 | $2M | Buy |
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2024
Q3 | $1.84M | Sell |
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2024
Q2 | $1.88M | Buy |
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2024
Q1 | $1.46M | Sell |
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2023
Q4 | $1.66M | Sell |
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2023
Q3 | $1.48M | Sell |
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2023
Q2 | $1.76M | Sell |
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2023
Q1 | $1.65M | Sell |
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2022
Q4 | $1.54M | Sell |
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2022
Q3 | $1.65M | Hold |
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2022
Q2 | $1.64M | Sell |
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2022
Q1 | $1.79M | Buy |
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2021
Q4 | $2.21M | Sell |
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2021
Q3 | $1.79M | Buy |
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2021
Q2 | $1.71M | Buy |
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2021
Q1 | – | Sell |
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2020
Q4 | $1.65M | Sell |
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2020
Q3 | $1.5M | Sell |
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2020
Q2 | $1.33M | Sell |
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2020
Q1 | $1.13M | Buy |
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2019
Q4 | $1.27M | Sell |
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2019
Q3 | $1.03M | Sell |
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2019
Q2 | $918K | Sell |
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2019
Q1 | $933K | Buy |
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2018
Q4 | $7.57M | Buy |
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