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Advyzon Investment Management’s Apple AAPL Stock Holding History

Advyzon Investment Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.21M Buy
20,523
+6,257
+44% +$1.28M 0.93% 20
2025
Q1 		$3.17M Buy
14,266
+5,155
+57% +$1.15M 1.12% 16
2024
Q4 		$2.28M Buy
+9,111
New +$2.28M 0.88% 22