Legacy Financial Strategies, LLC Apple Inc. Transaction History

Legacy Financial Strategies, LLC

$505 Million
Q2 2025

A detailed history of Legacy Financial Strategies, LLC transactions in Apple Inc. stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 31,627 shares of AAPL stock, worth $6.74 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

31,627

Previous 31,884 0.81%

Holding current value

$6.74 Million

Previous $7.08 Million 8.39%

% of portfolio

1.29%

Previous 1.57%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$172.42 - $223.89 $44,311 - $57,539	-257 Reduced 0.81%	31,627 $6.49 Million
Q1 2025 Apr 08, 2025	BUY	$209.68 - $247.1 $153,695 - $181,124	733 Added 2.35%	31,884 $7.08 Million
Q4 2024 Jan 28, 2025	SELL	$221.69 - $259.02 $63,625 - $74,338	-287 Reduced 0.91%	31,151 $7.8 Million
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

# of Institutions

6,402

Shares Held

9.11B

Call Options Held

176M

Put Options Held

167M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.43T
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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Legacy Financial Strategies, LLC Apple Inc. Transaction History