AIMC
Alley Investment Management Company’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Hold |
5,291
| – | – | 0.03% | 84 |
|
|
2025
Q1 | $217K | Hold |
5,291
| – | – | 0.03% | 87 |
|
|
2024
Q4 | $305K | Sell |
5,291
-83
| -2% | -$4.78K | 0.04% | 80 |
|
|
2024
Q3 | $447K | Hold |
5,374
| – | – | 0.06% | 73 |
|
|
2024
Q2 | $421K | Hold |
5,374
| – | – | 0.06% | 73 |
|
|
2024
Q1 | $538K | Hold |
5,374
| – | – | 0.07% | 72 |
|
|
2023
Q4 | $509K | Hold |
5,374
| – | – | 0.07% | 74 |
|
|
2023
Q3 | $560K | Sell |
5,374
-1,000
| -16% | -$104K | 0.1% | 68 |
|
|
2023
Q2 | $771K | Hold |
6,374
| – | – | 0.12% | 68 |
|
|
2023
Q1 | $705K | Sell |
6,374
-83
| -1% | -$9.18K | 0.12% | 67 |
|
|
2022
Q4 | $652K | Buy |
+6,457
| New | +$652K | 0.11% | 69 |
|