AIA
Allied Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
50,475
-695
| -1% | -$143K | 1.81% | 28 |
|
|
2025
Q1 | $11.4M | Sell |
51,170
-32,536
| -39% | -$7.23M | 2.16% | 19 |
|
|
2024
Q4 | $21M | Buy |
83,706
+976
| +1% | +$244K | 4.22% | 5 |
|
|
2024
Q3 | $19.3M | Sell |
82,730
-769
| -0.9% | -$179K | 3.82% | 5 |
|
|
2024
Q2 | $17.6M | Buy |
83,499
+523
| +0.6% | +$110K | 4.13% | 4 |
|
|
2024
Q1 | $14.2M | Buy |
82,976
+2,166
| +3% | +$371K | 3.44% | 6 |
|
|
2023
Q4 | $15.6M | Sell |
80,810
-184
| -0.2% | -$35.4K | 4.23% | 4 |
|
|
2023
Q3 | $13.9M | Sell |
80,994
-721
| -0.9% | -$123K | 4.15% | 3 |
|
|
2023
Q2 | $15.9M | Buy |
81,715
+419
| +0.5% | +$81.3K | 4.59% | 3 |
|
|
2023
Q1 | $13.4M | Buy |
81,296
+656
| +0.8% | +$108K | 4.15% | 3 |
|
|
2022
Q4 | $10.5M | Sell |
80,640
-694
| -0.9% | -$90.2K | 3.28% | 5 |
|
|
2022
Q3 | $11.2M | Buy |
81,334
+400
| +0.5% | +$55.3K | 4.19% | 3 |
|
|
2022
Q2 | $11.1M | Buy |
80,934
+194
| +0.2% | +$26.5K | 3.97% | 3 |
|
|
2022
Q1 | $14.1M | Buy |
80,740
+2,243
| +3% | +$392K | 4.59% | 3 |
|
|
2021
Q4 | $13.9M | Sell |
78,497
-732
| -0.9% | -$130K | 4.77% | 3 |
|
|
2021
Q3 | $11.2M | Sell |
79,229
-923
| -1% | -$131K | 4.24% | 3 |
|
|
2021
Q2 | $11M | Buy |
80,152
+1,576
| +2% | +$216K | 4.13% | 3 |
|
|
2021
Q1 | $9.6M | Sell |
78,576
-3,869
| -5% | -$473K | 4.11% | 3 |
|
|
2020
Q4 | $10.9M | Sell |
82,445
-2,446
| -3% | -$325K | 5.26% | 3 |
|
|
2020
Q3 | $9.83M | Buy |
84,891
+61,110
| +257% | +$7.08M | 5.29% | 3 |
|
|
2020
Q2 | $8.68M | Sell |
23,781
-2,013
| -8% | -$734K | 5% | 3 |
|
|
2020
Q1 | $6.56M | Sell |
25,794
-2,946
| -10% | -$749K | 4.74% | 3 |
|
|
2019
Q4 | $8.44M | Sell |
28,740
-809
| -3% | -$238K | 4.99% | 4 |
|
|
2019
Q3 | $6.62M | Buy |
29,549
+86
| +0.3% | +$19.3K | 4.26% | 4 |
|
|
2019
Q2 | $5.83M | Sell |
29,463
-550
| -2% | -$109K | 3.91% | 4 |
|
|
2019
Q1 | $5.7M | Buy |
30,013
+2,157
| +8% | +$410K | 3.95% | 4 |
|
|
2018
Q4 | $4.39M | Buy |
27,856
+133
| +0.5% | +$21K | 3.63% | 10 |
|
|
2018
Q3 | $6.26M | Sell |
27,723
-2,233
| -7% | -$504K | 4.65% | 4 |
|
|
2018
Q2 | $5.55M | Sell |
29,956
-1,475
| -5% | -$273K | 4.52% | 4 |
|
|
2018
Q1 | $5.27M | Sell |
31,431
-546
| -2% | -$91.6K | 4.34% | 5 |
|
|
2017
Q4 | $5.41M | Buy |
+31,977
| New | +$5.41M | 4.56% | 7 |
|