Trellis Wealth Advisors LLC's ownership history for AAPL

Trellis Wealth Advisors LLC currently holds 4.1K shares with a market value of $1.1M. It started holding AAPL on 2024-09-30. At its peak, it held 6.9K shares on 2024-09-30. Its highest holding value was $1.7M on 2024-12-31. At its lowest, it held 4.1K shares on 2025-12-31, with a value of $860.1K on 2025-06-30. In the recent 180 days, Trellis Wealth Advisors LLC has decreased its shares by 48. In the recent year, Trellis Wealth Advisors LLC has decreased its shares by 2.7K.