A detailed history of Legacy Financial Strategies, LLC transactions in Apple Inc. stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 31,438 shares of AAPL stock, worth $8 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
31,438
Previous 29,613 6.16%
Holding current value
$8 Million
Previous $6.24 Million 17.38%
% of portfolio
1.63%
Previous 1.53%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$207.23 - $234.82 $378,194 - $428,546
1,825 Added 6.16%
31,438 $7.32 Million
Q2 2024

Jul 10, 2024

BUY
$165.0 - $216.67 $142,230 - $186,769
862 Added 3.0%
29,613 $6.24 Million
Q1 2024

Apr 10, 2024

BUY
$169.0 - $195.18 $109,681 - $126,671
649 Added 2.31%
28,751 $4.93 Million
Q4 2023

Feb 01, 2024

BUY
$166.89 - $198.11 $192,757 - $228,817
1,155 Added 4.29%
28,102 $5.41 Million
Q3 2023

Nov 13, 2023

BUY
$170.43 - $196.45 $407,838 - $470,104
2,393 Added 9.75%
26,947 $4.61 Million
Q2 2023

Jul 28, 2023

BUY
$160.1 - $193.97 $36,823 - $44,613
230 Added 0.95%
24,554 $4.76 Million
Q1 2023

May 10, 2023

SELL
$125.02 - $164.9 $10,376 - $13,686
-83 Reduced 0.34%
24,324 $4.01 Million
Q4 2022

Feb 15, 2023

BUY
$126.04 - $155.74 $144,189 - $178,166
1,144 Added 4.92%
24,407 $3.17 Million
Q3 2022

Nov 08, 2022

BUY
$138.2 - $174.55 $24,599 - $31,069
178 Added 0.77%
23,263 $3.22 Million
Q2 2022

Aug 09, 2022

SELL
$130.06 - $178.44 $1,950 - $2,676
-15 Reduced 0.06%
23,085 $3.16 Million
Q1 2022

May 06, 2022

BUY
$150.62 - $182.01 $493,431 - $596,264
3,276 Added 16.53%
23,100 $4.03 Million
Q4 2021

Jan 31, 2022

BUY
$139.14 - $180.33 $42,715 - $55,361
307 Added 1.57%
19,824 $3.52 Million
Q3 2021

Nov 15, 2021

SELL
$137.27 - $156.69 $14,825 - $16,922
-108 Reduced 0.55%
19,517 $2.76 Million
Q2 2021

Aug 02, 2021

BUY
$122.77 - $136.96 $18,783 - $20,954
153 Added 0.79%
19,625 $2.69 Million
Q1 2021

May 07, 2021

BUY
$116.36 - $143.16 $1,745 - $2,147
15 Added 0.08%
19,472 $2.38 Million
Q4 2020

Feb 04, 2021

SELL
$108.77 - $136.69 $23,603 - $29,661
-217 Reduced 1.1%
19,457 $2.58 Million
Q3 2020

Nov 03, 2020

BUY
$91.03 - $134.18 $1.35 Million - $1.98 Million
14,776 Added 301.67%
19,674 $2.28 Million
Q2 2020

Aug 14, 2020

SELL
$60.23 - $91.63 $11,503 - $17,501
-191 Reduced 3.75%
4,898 $1.79 Million
Q1 2020

May 04, 2020

BUY
$56.09 - $81.8 $3,589 - $5,235
64 Added 1.27%
5,089 $1.29 Million
Q4 2019

Jan 27, 2020

SELL
$54.74 - $73.41 $3,010 - $4,037
-55 Reduced 1.08%
5,025 $1.48 Million
Q3 2019

Nov 01, 2019

BUY
$48.33 - $55.99 $67,951 - $78,721
1,406 Added 38.27%
5,080 $1.27 Million
Q2 2019

Jul 15, 2019

SELL
$43.33 - $52.94 $2,989 - $3,652
-69 Reduced 1.84%
3,674 $741,000
Q1 2019

May 08, 2019

BUY
$35.55 - $48.77 $2,097 - $2,877
59 Added 1.6%
3,743 $711,000
Q4 2018

Feb 15, 2019

BUY
$36.71 - $58.02 $1,505 - $2,378
41 Added 1.13%
3,684 $581,000
Q3 2018

Nov 14, 2018

SELL
$45.98 - $57.09 $93,753 - $116,406
-2,039 Reduced 35.89%
3,643 $700,000
Q2 2018

Aug 14, 2018

BUY
$40.58 - $48.49 $7,304 - $8,728
180 Added 3.27%
5,682 $1.05 Million
Q1 2018

May 14, 2018

BUY
$38.79 - $45.43 $38 - $45
1 Added 0.02%
5,502 $923,000
Q4 2017

May 14, 2018

BUY
$38.37 - $44.1 $211,073 - $242,594
5,501
5,501 $931,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.09T
  • 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
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