MLA
My Legacy Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32M | Buy |
39,178
+930
| +2% | +$198K | 2.96% | 4 |
|
|
2025
Q1 | $8.5M | Buy |
38,248
+1,436
| +4% | +$319K | 3.28% | 3 |
|
|
2024
Q4 | $8.76M | Buy |
36,812
+1,402
| +4% | +$333K | 3.4% | 3 |
|
|
2024
Q3 | $8.25M | Sell |
35,410
-7,659
| -18% | -$1.78M | 3.26% | 3 |
|
|
2024
Q2 | $9.07M | Buy |
43,069
+939
| +2% | +$198K | 2.9% | 5 |
|
|
2024
Q1 | $7.22M | Sell |
42,130
-3,709
| -8% | -$636K | 2.42% | 6 |
|
|
2023
Q4 | $8.51M | Sell |
45,839
-877
| -2% | -$163K | 3.07% | 3 |
|
|
2023
Q3 | $8.2M | Sell |
46,716
-1,664
| -3% | -$292K | 3.33% | 2 |
|
|
2023
Q2 | $9.22M | Buy |
48,380
+10,114
| +26% | +$1.93M | 3.62% | 2 |
|
|
2023
Q1 | $6.2M | Sell |
38,266
-289
| -0.7% | -$46.8K | 2.66% | 3 |
|
|
2022
Q4 | $5.96M | Buy |
38,555
+978
| +3% | +$151K | 2.54% | 4 |
|
|
2022
Q3 | $5.2M | Buy |
37,577
+1,454
| +4% | +$201K | 2.62% | 2 |
|
|
2022
Q2 | $5.23M | Buy |
36,123
+1,855
| +5% | +$269K | 2.62% | 3 |
|
|
2022
Q1 | $5.98M | Buy |
+34,268
| New | +$5.98M | 2.78% | 5 |
|