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Elm3 Financial Group’s Apple AAPL Stock Holding History

Elm3 Financial Group’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.08M Sell
15,003
-2,544
-14% -$522K 2.56% 12
2025
Q1 		$3.9M Sell
17,547
-74
-0.4% -$16.4K 3.43% 8
2024
Q4 		$4.41M Buy
+17,621
New +$4.41M 3.76% 9