Legacy Wealth Planning, LLC Apple Inc. Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Apple Inc. stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 26,702 shares of AAPL stock, worth $5.93 Million. This represents 6.11% of its overall portfolio holdings.

Number of Shares

26,702

Previous 26,852 0.56%

Holding current value

$5.93 Million

Previous $3.67 Million 0.52%

% of portfolio

6.11%

Previous 5.26%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$138.2 - $174.55 $20,730 - $26,182	-150 Reduced 0.56%	26,702 $3.69 Million
Q2 2022 Jul 26, 2022	SELL	$130.06 - $178.44 $210,307 - $288,537	-1,617 Reduced 5.68%	26,852 $3.67 Million
Q1 2022 May 10, 2022	SELL	$150.62 - $182.01 $92,631 - $111,936	-615 Reduced 2.11%	28,469 $4.97 Million
Q4 2021 Feb 14, 2022	SELL	$139.14 - $180.33 $636,565 - $825,009	-4,575 Reduced 13.59%	29,084 $5.16 Million
Q3 2021 Nov 12, 2021	BUY	$137.27 - $156.69 $405,495 - $462,862	2,954 Added 9.62%	33,659 $4.76 Million
Q2 2021 Aug 16, 2021	BUY	$122.77 - $136.96 $184,277 - $205,576	1,501 Added 5.14%	30,705 $4.21 Million
Q1 2021 May 06, 2021	BUY	$116.36 - $143.16 $68,070 - $83,748	585 Added 2.04%	29,204 $3.57 Million
Q4 2020 Feb 12, 2021	BUY	$108.77 - $136.69 $138,464 - $174,006	1,273 Added 4.66%	28,619 $3.8 Million
Q3 2020 Nov 03, 2020	BUY	$91.03 - $134.18 $1.83 Million - $2.7 Million	20,086 Added 276.67%	27,346 $3.17 Million
Q2 2020 Aug 17, 2020	BUY	$60.23 - $91.63 $322,230 - $490,220	5,350 Added 280.1%	7,260 $2.65 Million
Q1 2020 May 18, 2020	SELL	$56.09 - $81.8 $314,216 - $458,243	-5,602 Reduced 74.57%	1,910 $1.91 Million
Q1 2020 May 18, 2020	BUY	$56.09 - $81.8 $48,237 - $70,348	860 Added 12.93%	7,512 $1.91 Million
Q4 2019 Feb 12, 2020	BUY	$54.74 - $73.41 $364,130 - $488,323	6,652 New	6,652 $1.95 Million

Others Institutions Holding AAPL

# of Institutions

5,711

Shares Held

9.1B

Call Options Held

189M

Put Options Held

166M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.57T
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 Wealth Planning, LLC Apple Inc. Transaction History