Allodium Investment Consultants’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Buy
+1,512
New +$310K 0.2% 43
2025
Q1
Sell
-912
Closed -$228K 47
2024
Q4
$228K Buy
+912
New +$228K 0.19% 46