Alera Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $14M | Buy |
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2024
Q2 | $12M | Buy |
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|
2024
Q1 | $7.53M | Sell |
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|
2023
Q4 | $10.1M | Buy |
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|
2023
Q3 | $8.94M | Sell |
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|
2023
Q2 | $10.4M | Sell |
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|
2023
Q1 | $8.98M | Sell |
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|
2022
Q4 | $7.15M | Sell |
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|
2022
Q3 | $7.81M | Buy |
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|
2022
Q2 | $7.68M | Sell |
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|
2022
Q1 | $9.83M | Buy |
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|
2021
Q4 | $7.46M | Sell |
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|
2021
Q3 | $5.99M | Sell |
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|
2021
Q2 | $5.78M | Buy |
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|
2021
Q1 | $5.09M | Sell |
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|
2020
Q4 | $5.64M | Buy |
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|
2020
Q3 | $4.75M | Buy |
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|
2020
Q2 | $3.68M | Sell |
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|
2020
Q1 | $2.67M | Buy |
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|
2019
Q4 | $3.07M | Sell |
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|
2019
Q3 | $3.08M | Buy |
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|
2019
Q2 | $2.57M | Sell |
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|
2019
Q1 | $2.47M | Sell |
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|
2018
Q4 | $2.68M | Buy |
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