ALTR

Apriem Advisors’s Altair Engineering Inc. Class A Common Stock ALTR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14,965	Closed	-$1.63M	–	191
2024 Q4	$1.63M	Hold	14,965	–	–	0.19%	67
2024 Q3	$1.43M	Hold	14,965	–	–	0.17%	66
2024 Q2	$1.47M	Hold	14,965	–	–	0.18%	62
2024 Q1	$1.29M	Hold	14,965	–	–	0.16%	66
2023 Q4	$1.26M	Hold	14,965	–	–	0.17%	62
2023 Q3	$936K	Hold	14,965	–	–	0.14%	72
2023 Q2	$1.13M	Hold	14,965	–	–	0.17%	66
2023 Q1	$1.08M	Hold	14,965	–	–	0.17%	66
2022 Q4	$680K	Hold	14,965	–	–	0.12%	76
2022 Q3	$662K	Hold	14,965	–	–	0.12%	79
2022 Q2	$786K	Hold	14,965	–	–	0.14%	70
2022 Q1	$964K	Hold	14,965	–	–	0.14%	65
2021 Q4	$1.16M	Hold	14,965	–	–	0.16%	60
2021 Q3	$1.03M	Hold	14,965	–	–	0.15%	63
2021 Q2	$1.03M	Hold	14,965	–	–	0.15%	64
2021 Q1	$936K	Hold	14,965	–	–	0.15%	65
2020 Q4	$871K	Hold	14,965	–	–	0.16%	54
2020 Q3	$628K	Sell	14,965 -35	-0.2%	-$1.47K	0.12%	67
2020 Q2	$596K	Hold	15,000	–	–	0.12%	70
2020 Q1	$398K	Sell	15,000 -2,000	-12%	-$53.1K	0.1%	76
2019 Q4	$610K	Hold	17,000	–	–	0.12%	68
2019 Q3	$589K	Hold	17,000	–	–	0.13%	69
2019 Q2	$687K	Sell	17,000 -10,500	-38%	-$424K	0.22%	64
2019 Q1	$1.01M	Sell	27,500 -10,800	-28%	-$397K	0.27%	48
2018 Q4	$1.06M	Hold	38,300	–	–	0.37%	47
2018 Q3	$1.66M	Hold	38,300	–	–	0.36%	45
2018 Q2	$1.31M	Hold	38,300	–	–	0.29%	48
2018 Q1	$1.2M	Buy	+38,300	New	+$1.2M	0.29%	45