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Allium Financial Advisors’s Apple AAPL Stock Holding History

Allium Financial Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.15M Sell
25,081
-793
-3% -$163K 3.78% 6
2025
Q1 		$5.75M Buy
+25,874
New +$5.75M 5.24% 4