Institutions / Allium Financial Advisors, LLC / Activity
Activity — Allium Financial Advisors, LLC
83 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Trim | AbbVie Inc. Common stock | $-88.7K | -388 -9.93% | 3,519 0.64% of portfolio | low |
| Q4 2025 as of | Trim | JPMorgan Chase & Co Common stock | $-86.7K | -269 -8.89% | 2,758 0.70% of portfolio | low |
| Q4 2025 as of | Trim | 78462F103 Common stock | $-83.9K | -123 -4.80% | 2,438 1.32% 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 | Trim | Exxon Mobil Corp Common stock | $-75.2K | -625 -22.68% | 2,131 0.20% of portfolio | low |
| Q4 2025 as of | Trim | Unitedhealth Group Inc Common stock | $-71.0K | -215 -16.55% | 1,084 0.28% of portfolio | low |
| Q4 2025 as of | Trim | Citigroup Inc Common stock | $-55.3K | -474 -18.68% | 2,063 0.19% of portfolio | low |
| Q4 2025 as of | Trim | 464287598 Common stock | $-54.7K | -260 -16.76% | 1,291 0.22% of portfolio | low |
| Q4 2025 as of | Trim | 464287887 Common stock | $-44.5K | -315 -8.99% | 3,189 0.36% of portfolio | low |
| Q4 2025 as of | Trim | 464287614 Common stock | $-44.0K | -93 -6.18% | 1,411 0.53% of portfolio | low |
| Q4 2025 as of | Trim | NIKE, Inc. Common stock | $-37.6K | -590 -7.93% | 6,848 0.35% of portfolio | low |
| Q4 2025 as of | Trim | Tesla Inc Common stock | $-33.3K | -74 -2.58% | 2,790 0.99% of portfolio | low |
| Q4 2025 as of | Trim | Alphabet Inc. Common stock | $-29.2K | -93 -2.95% | 3,060 0.76% of portfolio | low |
| Q4 2025 as of | Trim | Adobe Inc. Common stock | $-28.0K | -80 -9.71% | 744 0.21% of portfolio | low |
| Q4 2025 as of | Trim | Exelixis, Inc. Common stock | $-21.9K | -500 -7.28% | 6,366 0.22% of portfolio | low |
| Q4 2025 as of | Trim | Bank of America Corp /De Common stock | $-16.4K | -298 -2.82% | 10,275 0.45% of portfolio | low |
| Q4 2025 as of | Trim | iShares MSCI UAE ETF Common stock | $-15.8K | -120 -4.32% | 2,658 0.28% of portfolio | low |
| Q4 2025 as of | Trim | Johnson & Johnson Common stock | $-15.3K | -74 -2.07% | 3,504 0.57% of portfolio | low |
| Q4 2025 as of | Trim | Cisco Systems, Inc. Common stock | $-13.6K | -177 -4.36% | 3,884 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 | Trim | General Electric Co Common stock | $-9.2K | -30 -2.07% | 1,417 0.35% of portfolio | low |
| Q4 2025 as of | Trim | Chevron Corp Common stock | $-9.0K | -59 -4.21% | 1,342 0.16% of portfolio | low |
| Q4 2025 as of | Trim | 464287309 Common stock | $-7.5K | -61 -1.68% | 3,568 0.35% of portfolio | low |
| Q4 2025 as of | Trim | Walmart Inc. Common stock | $-5.0K | -45 -0.99% | 4,489 0.40% of portfolio | low |
| Q4 2025 as of | Trim | Lowes Companies Inc Common stock | $-4.3K | -18 -1.44% | 1,235 0.24% of portfolio | low |
| Q4 2025 as of | Trim | Lam Research Corp Common stock | $-2.9K | -17 -0.22% | 7,653 1.04% of portfolio | low |
| Q4 2025 as of | Trim | Mastercard Inc Common stock | $-2.9K | -5 -0.78% | 639 0.29% of portfolio | low |
| Q4 2025 as of | Trim | Advanced Micro Devices Inc Common stock | $-2.1K | -10 -0.48% | 2,054 0.35% 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 | Trim | Allstate Corp Common stock | $-1.2K | -6 -0.49% | 1,208 0.20% of portfolio | low |
| Q4 2025 as of | Trim | Aflac Inc Common stock | $-1.1K | -10 -0.40% | 2,492 0.22% 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 | Micron Technology Inc Common stock | $285 | +1 +0.04% | 2,546 0.58% of portfolio | low |