Institutions / Allium Financial Advisors, LLC / Activity
Activity — Allium Financial Advisors, LLC
11 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Add | Micron Technology Inc Common stock | $285 | +1 +0.04% | 2,546 0.58% of portfolio | low |
| Q4 2025 as of | Add | AT&T Inc. Common stock | $571 | +23 +0.27% | 8,466 0.17% of portfolio | low |
| Q4 2025 as of | Add | 808524607 Common stock | $2.1K | +75 +0.70% | 10,790 0.24% of portfolio | low |
| Q4 2025 as of | Add | 66510M204 Common stock | $9.8K | +5K +16.67% | 35,000 0.05% of portfolio | low |
| Q4 2025 as of | Add | Warren E. Buffett Common stock | $76.9K | +153 +7.71% | 2,137 0.85% of portfolio | low |
| Q4 2025 as of | Add | 464287200 Common stock | $252.7K | +369 +2.50% | 15,140 8.22% of portfolio | low |
| Q4 2025 as of | Add | Netflix Inc Common stock | $316.9K | +3K +1300.00% | 3,640 0.27% of portfolio | low |
| Q4 2025 as of | Add | 464287499 Common stock | $442.9K | +5K +16.91% | 31,804 2.43% of portfolio | low |
| Q4 2025 as of | Add | Costco Wholesale Corp /New Common stock | $1.74M | +2K +38.39% | 7,278 4.98% of portfolio | low |
| Q4 2025 as of | Add | PDI PIMCO Dynamic Income Fund Closed-End Fund | $3.13M | +177K +158.81% | 288,079 4.04% of portfolio | low |
| Q4 2025 as of | Add | 464287234 Common stock | $9.03M | +165K +214.00% | 242,309 10.51% of portfolio | medium |