LEGACY WEALTH PLANNING, LLC – Apple Inc. Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$3.69M
portfolio value
LEGACY WEALTH PLANNING, LLC quarter portfolio value change:
+1.08%
quarter
Apple Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.56% | -150 shares | 19K | $138.2 | 26.70K |
| Q2 2022 | share | Decrease | -5.68% | -1.61K shares | -1.3M | $136.72 | 26.85K |
| Q1 2022 | share | Decrease | -2.11% | -615 shares | -193K | $174.61 | 28.46K |
| Q4 2021 | share | Decrease | -13.59% | -4.57K shares | 401K | $178.2 | 29.08K |
| Q3 2021 | share | Increase | +9.62% | 2.95K shares | 558K | $141.29 | 33.65K |
| Q2 2021 | share | Increase | +5.14% | 1.50K shares | 638K | $136.56 | 30.70K |
| Q1 2021 | share | Increase | +2.04% | 585 shares | -230K | $121.58 | 29.20K |
| Q4 2020 | share | Increase | +4.66% | 1.27K shares | 630K | $131.88 | 28.61K |
| Q3 2020 | share | Decrease | -5.83% | -1.69K shares | 519K | $114.9 | 27.34K |
| Q2 2020 | share | Decrease | -3.35% | -1.00K shares | 738K | $90.32 | 29.04K |
| Q1 2020 | share | Increase | +12.93% | 3.44K shares | -43K | $62.79 | 30.04K |
| Q4 2019 | share | Increase | 0.00% | 26.60K shares | 1.95M | $72.34 | 26.60K |