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FIDELIS iM’s Apple AAPL Stock Holding History

FIDELIS iM’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,129
Closed -$250K – 23
2025
Q1 		$250K Buy
1,129
+33
+3% +$7.31K 0.12% 20
2024
Q4 		$274K Hold
1,096
– – 0.13% 20
2024
Q3 		$255K Buy
+1,096
New +$255K 0.12% 20