Williamson Legacy Group’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
Sell
2025
Q1
$406K Sell
2024
Q4
$460K Sell
2024
Q3
$587K Sell
2024
Q2
$537K Buy
2024
Q1
$421K Sell
2023
Q4
$479K Buy