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 $5.96 Million. This represents 6.11% of its overall portfolio holdings.

Number of Shares
26,702
Previous 26,852 0.56%
Holding current value
$5.96 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 $3.59T
  • 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
Track This Portfolio

Track Legacy Wealth Planning, LLC Portfolio

Follow Legacy Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.