Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$389K Buy
+95,513
New +$500K ﹤0.01% 1956
2025
Q4
Sell
-123,692
Closed -$741K 2571
2025
Q3
$981K Buy
123,692
+4,710
+4% +$38.3K ﹤0.01% 1296
2025
Q2
$1.03M Buy
118,982
+16,201
+16% +$131K ﹤0.01% 1212
2025
Q1
$904K Buy
102,781
+25,455
+33% +$226K ﹤0.01% 1222
2024
Q4
$703K Buy
77,326
+21,320
+38% +$184K ﹤0.01% 1427
2024
Q3
$506K Buy
56,006
+5,499
+11% +$48.9K ﹤0.01% 1556
2024
Q2
$419K Hold
50,507
﹤0.01% 1608
2024
Q1
$414K Sell
50,507
-8,127
-14% -$62.1K ﹤0.01% 1603
2023
Q4
$459K Sell
58,634
-11,892
-17% -$80.3K ﹤0.01% 1558
2023
Q3
$480K Buy
70,526
+14,072
+25% +$112K ﹤0.01% 1431
2023
Q2
$481K Buy
56,454
+5,129
+10% +$41.7K ﹤0.01% 1376
2023
Q1
$395K Hold
51,325
﹤0.01% 1434
2022
Q4
$365K Buy
51,325
+6,887
+15% +$52.5K ﹤0.01% 1436
2022
Q3
$324K Sell
44,438
-11,338
-20% -$93K ﹤0.01% 1459
2022
Q2
$357K Sell
55,776
-5,244
-9% -$33.1K ﹤0.01% 1434
2022
Q1
$447K Buy
61,020
+7,749
+15% +$55.1K ﹤0.01% 1395
2021
Q4
$411K Hold
53,271
﹤0.01% 1602
2021
Q3
$365K Sell
53,271
-6,439
-11% -$44.3K ﹤0.01% 1497
2021
Q2
$401K Sell
59,710
-3,515
-6% -$24.2K ﹤0.01% 1361
2021
Q1
$388K Hold
63,225
﹤0.01% 1381
2020
Q4
$334K Sell
63,225
-355,760
-85% -$1.58M ﹤0.01% 1516
2020
Q3
$1.88M Sell
418,985
-39,298
-9% -$190K 0.01% 706
2020
Q2
$2.3M Buy
458,283
+41,197
+10% +$204K 0.02% 601
2020
Q1
$1.95M Buy
417,086
+26,087
+7% +$167K 0.02% 613
2019
Q4
$2.69M Sell
390,999
-26,199
-6% -$185K 0.02% 592
2019
Q3
$2.9M Hold
417,198
0.02% 551
2019
Q2
$2.79M Sell
417,198
-2,110
-0.5% -$14.1K 0.02% 565
2019
Q1
$2.81M Sell
419,308
-21,206
-5% -$137K 0.03% 543
2018
Q4
$2.58M Sell
440,514
-39,749
-8% -$236K 0.03% 539
2018
Q3
$2.82M Buy
480,263
+5,353
+1% +$30.8K 0.02% 569
2018
Q2
$2.68M Buy
474,910
+130,821
+38% +$711K 0.02% 581
2018
Q1
$1.87M Buy
344,089
+14,157
+4% +$75.8K 0.02% 663
2017
Q4
$1.92M Buy
329,932
+14,008
+4% +$82.5K 0.02% 657
2017
Q3
$1.85M Sell
315,924
-1,464
-0.5% -$8.74K 0.02% 660
2017
Q2
$1.82M Buy
317,388
+6,299
+2% +$36.7K 0.02% 655
2017
Q1
$1.84M Buy
311,089
+12,326
+4% +$73.5K 0.02% 657
2016
Q4
$1.81M Sell
298,763
-391
-0.1% -$2.23K 0.02% 650
2016
Q3
$1.83M Buy
299,154
+5,555
+2% +$33.4K 0.02% 650
2016
Q2
$1.73M Sell
293,599
-101,589
-26% -$562K 0.02% 570
2016
Q1
$2.2M Buy
395,188
+36,205
+10% +$185K 0.03% 510
2015
Q4
$1.91M Buy
358,983
+32,099
+10% +$165K 0.02% 543
2015
Q3
$1.61M Sell
326,884
-28,766
-8% -$146K 0.02% 578
2015
Q2
$1.75M Sell
355,650
-435
-0.1% -$2.2K 0.02% 568
2015
Q1
$1.87M Buy
356,085
+341,492
+2,340% +$1.78M 0.03% 549
2014
Q4
$72K Buy
14,593
+2,034
+16% +$9.68K ﹤0.01% 831
2014
Q3
$53K Hold
12,559
﹤0.01% 837
2014
Q2
$54K Buy
12,559
+3,348
+36% +$13.9K ﹤0.01% 884
2014
Q1
$37K Hold
9,211
﹤0.01% 879
2013
Q4
$32K Buy
9,211
+4,219
+85% +$15.1K ﹤0.01% 876
2013
Q3
$19K Hold
4,992
﹤0.01% 881
2013
Q2
$20K Buy
+4,992
New +$20.4K ﹤0.01% 886

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