A detailed history of Legacy Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Legacy Advisors, LLC holds 146,660 shares of AAPL stock, worth $33.4 Million. This represents 3.76% of its overall portfolio holdings.

Number of Shares
146,660
Previous 127,852 14.71%
Holding current value
$33.4 Million
Previous $21.9 Million 40.89%
% of portfolio
3.76%
Previous 2.78%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$165.0 - $216.67 $3.1 Million - $4.08 Million
18,808 Added 14.71%
146,660 $30.9 Million
Q1 2024

Apr 30, 2024

SELL
$169.0 - $195.18 $328,705 - $379,625
-1,945 Reduced 1.5%
127,852 $21.9 Million
Q4 2023

Feb 12, 2024

BUY
$166.89 - $198.11 $1.95 Million - $2.31 Million
11,674 Added 9.88%
129,797 $25 Million
Q3 2023

Nov 14, 2023

BUY
$170.43 - $196.45 $1.48 Million - $1.71 Million
8,712 Added 7.96%
118,123 $20.2 Million
Q2 2023

Jul 20, 2023

BUY
$160.1 - $193.97 $3.19 Million - $3.86 Million
19,909 Added 22.24%
109,411 $21.2 Million
Q1 2023

May 01, 2023

BUY
$125.02 - $164.9 $837,508 - $1.1 Million
6,699 Added 8.09%
89,502 $14.8 Million
Q4 2022

Feb 01, 2023

BUY
$126.04 - $155.74 $1.02 Million - $1.26 Million
8,108 Added 10.85%
82,803 $10.8 Million
Q3 2022

Nov 09, 2022

SELL
$138.2 - $174.55 $106,552 - $134,578
-771 Reduced 1.02%
74,695 $10.3 Million
Q2 2022

Jul 25, 2022

SELL
$130.06 - $178.44 $27,312 - $37,472
-210 Reduced 0.28%
75,466 $10.3 Million
Q1 2022

May 11, 2022

BUY
$150.62 - $182.01 $3.19 Million - $3.85 Million
21,175 Added 38.85%
75,676 $13.2 Million
Q4 2021

Feb 14, 2022

SELL
$139.14 - $180.33 $75,135 - $97,378
-540 Reduced 0.98%
54,501 $9.68 Million
Q3 2021

Oct 13, 2021

BUY
$137.27 - $156.69 $23,335 - $26,637
170 Added 0.31%
55,041 $7.79 Million
Q2 2021

Jul 13, 2021

SELL
$122.77 - $136.96 $36,339 - $40,540
-296 Reduced 0.54%
54,871 $7.52 Million
Q1 2021

Apr 12, 2021

BUY
$116.36 - $143.16 $369,326 - $454,389
3,174 Added 6.1%
55,167 $6.74 Million
Q4 2020

Jan 15, 2021

SELL
$108.77 - $136.69 $173,053 - $217,473
-1,591 Reduced 2.97%
51,993 $6.9 Million
Q3 2020

Oct 08, 2020

BUY
$91.03 - $134.18 $3.67 Million - $5.41 Million
40,338 Added 304.53%
53,584 $6.21 Million
Q2 2020

Jul 09, 2020

SELL
$60.23 - $91.63 $150,514 - $228,983
-2,499 Reduced 15.87%
13,246 $4.83 Million
Q1 2020

Apr 15, 2020

SELL
$56.09 - $81.8 $150,713 - $219,796
-2,687 Reduced 14.58%
15,745 $4 Million
Q4 2019

Jan 21, 2020

BUY
$54.74 - $73.41 $78,770 - $105,636
1,439 Added 8.47%
18,432 $5.41 Million
Q3 2019

Oct 10, 2019

SELL
$48.33 - $55.99 $8,167 - $9,462
-169 Reduced 0.98%
16,993 $3.81 Million
Q2 2019

Jul 15, 2019

BUY
$43.33 - $52.94 $216 - $264
5 Added 0.03%
17,162 $3.4 Million
Q1 2019

Apr 08, 2019

BUY
$35.55 - $48.77 $22,929 - $31,456
645 Added 3.91%
17,157 $3.26 Million
Q4 2018

Jan 14, 2019

BUY
$36.71 - $58.02 $228,519 - $361,174
6,225 Added 60.51%
16,512 $2.61 Million
Q3 2018

Oct 18, 2018

BUY
$45.98 - $57.09 $146,032 - $181,317
3,176 Added 44.66%
10,287 $2.32 Million
Q2 2018

Jul 19, 2018

BUY
$40.58 - $48.49 $4,829 - $5,770
119 Added 1.7%
7,111 $1.32 Million
Q1 2018

Apr 17, 2018

BUY
$38.79 - $45.43 $13,925 - $16,309
359 Added 5.41%
6,992 $1.22 Million
Q4 2017

Jan 26, 2018

SELL
$38.37 - $44.1 $2,685 - $3,087
-70 Reduced 1.04%
6,633 $1.12 Million
Q3 2017

Nov 03, 2017

BUY
$37.18 - $41.01 $61,867 - $68,240
1,664 Added 33.02%
6,703 $1.03 Million
Q1 2017

Nov 02, 2017

SELL
N/A
-50 Reduced 0.98%
5,039 $723,000
Q4 2016

Nov 03, 2017

BUY
N/A
5,089
5,089 $589,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.66T
  • Description
  • Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...
More about AAPL
Track This Portfolio

Track Legacy Advisors, LLC Portfolio

Follow Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Advisors, LLC with notifications on news.