A detailed history of Legacy Wealth Management, LLC / Ms transactions in Apple Inc. stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 73,945 shares of AAPL stock, worth $18.3 Million. This represents 6.33% of its overall portfolio holdings.

Number of Shares
73,945
Previous 68,714 7.61%
Holding current value
$18.3 Million
Previous $14.5 Billion 19.05%
% of portfolio
6.33%
Previous 6.11%

Shares

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

Dec 12, 2024

BUY
$207.23 - $234.82 $1.08 Million - $1.23 Million
5,231 Added 7.61%
73,945 $17.2 Billion
Q2 2024

Dec 12, 2024

SELL
$165.0 - $216.67 $173,250 - $227,503
-1,050 Reduced 1.51%
68,714 $14.5 Billion
Q1 2024

Dec 12, 2024

SELL
$169.0 - $195.18 $106,470 - $122,963
-630 Reduced 0.89%
69,764 $12 Billion
Q4 2023

Dec 12, 2024

SELL
$166.89 - $198.11 $88,451 - $104,998
-530 Reduced 0.75%
70,394 $13.6 Billion
Q3 2023

Dec 12, 2024

SELL
$170.43 - $196.45 $63,399 - $73,079
-372 Reduced 0.52%
70,924 $12.1 Billion
Q2 2023

Dec 12, 2024

SELL
$160.1 - $193.97 $11,046 - $13,383
-69 Reduced 0.1%
71,296 $13.8 Billion
Q1 2023

Dec 12, 2024

SELL
$125.02 - $164.9 $9,376 - $12,367
-75 Reduced 0.1%
71,365 $11.8 Billion
Q4 2022

Dec 12, 2024

SELL
$126.04 - $155.74 $75,624 - $93,444
-600 Reduced 0.83%
71,440 $9.28 Billion
Q3 2022

Dec 12, 2024

SELL
$138.2 - $174.55 $173,855 - $219,583
-1,258 Reduced 1.72%
72,040 $9.96 Billion
Q2 2022

Dec 12, 2024

BUY
$130.06 - $178.44 $178,832 - $245,355
1,375 Added 1.91%
73,298 $10 Billion
Q1 2022

Dec 12, 2024

BUY
$150.62 - $182.01 $99,710 - $120,490
662 Added 0.93%
71,923 $12.6 Billion
Q4 2021

Dec 12, 2024

SELL
$139.14 - $180.33 $48,003 - $62,213
-345 Reduced 0.48%
71,261 $12.7 Billion
Q3 2021

Dec 12, 2024

BUY
$137.27 - $156.69 $14,825 - $16,922
108 Added 0.15%
71,606 $10.1 Billion
Q1 2021

Dec 12, 2024

BUY
$116.36 - $143.16 $41,656 - $51,251
358 Added 0.5%
71,498 $8.73 Billion
Q4 2020

Dec 12, 2024

BUY
$108.77 - $136.69 $1.56 Million - $1.96 Million
14,351 Added 25.27%
71,140 $9.44 Billion
Q3 2020

Dec 12, 2024

BUY
$91.03 - $134.18 $3.88 Million - $5.71 Million
42,589 Added 299.92%
56,789 $6.58 Billion
Q2 2020

Dec 12, 2024

BUY
$60.23 - $91.63 $4,517 - $6,872
75 Added 0.53%
14,200 $5.18 Billion
Q1 2020

Dec 12, 2024

BUY
$56.09 - $81.8 $143,197 - $208,835
2,553 Added 22.06%
14,125 $3.59 Billion
Q4 2019

Dec 12, 2024

BUY
$54.74 - $73.41 $633,451 - $849,500
11,572 New
11,572 $3.4 Billion

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.98T
  • 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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