AIA
Alerus Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $16M | Buy |
147,041
+9,565
| +7% | +$1.04M | 2.79% | 6 |
|
|
2015
Q4 | $14.5M | Buy |
137,476
+251
| +0.2% | +$26.4K | 2.41% | 4 |
|
|
2015
Q3 | $15.1M | Buy |
137,225
+10,936
| +9% | +$1.21M | 2.68% | 5 |
|
|
2015
Q2 | $15.7M | Buy |
126,289
+27
| +0% | +$3.36K | 2.61% | 5 |
|
|
2015
Q1 | $15.7M | Buy |
126,262
+883
| +0.7% | +$110K | 2.61% | 5 |
|
|
2014
Q4 | $13.8M | Sell |
125,379
-3,566
| -3% | -$394K | 2.34% | 6 |
|
|
2014
Q3 | $13.1M | Sell |
128,945
-23,347
| -15% | -$2.37M | 2.27% | 6 |
|
|
2014
Q2 | $14.2M | Buy |
152,292
+129,960
| +582% | +$12.1M | 2.44% | 6 |
|
|
2014
Q1 | $12M | Sell |
22,332
-1,411
| -6% | -$758K | 2.59% | 5 |
|
|
2013
Q4 | $13.3M | Sell |
23,743
-9,716
| -29% | -$5.45M | 2.93% | 2 |
|
|
2013
Q3 | $16M | Buy |
33,459
+6,689
| +25% | +$3.19M | 3.18% | 2 |
|
|
2013
Q2 | $10.6M | Buy |
+26,770
| New | +$10.6M | 1.64% | 15 |
|