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 $6.06 Million. This represents 6.11% of its overall portfolio holdings.

Number of Shares
26,702
Previous 26,852 0.56%
Holding current value
$6.06 Million
Previous $3.67 Million 0.52%
% of portfolio
6.11%
Previous 5.26%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.64T
  • 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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