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Intellus Advisors’s Apple AAPL Stock Holding History

Intellus Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$20.1M Buy
98,076
+3,298
+3% +$677K 3% 11
2025
Q1 		$21.1M Buy
94,778
+5,137
+6% +$1.14M 3.68% 8
2024
Q4 		$22.4M Buy
+89,641
New +$22.4M 3.89% 8