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Helium Advisors’s Apple AAPL Stock Holding History

Helium Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.9M Sell
28,733
-902
-3% -$185K 3.73% 7
2025
Q1 		$6.58M Sell
29,635
-3,040
-9% -$675K 4.79% 7
2024
Q4 		$8.18M Buy
+32,675
New +$8.18M 6.48% 4