Apella Capital’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
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|
2025
Q2 | $317K | Buy |
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|
2025
Q1 | $299K | Sell |
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|
2024
Q4 | $337K | Buy |
|
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|
2024
Q3 | $320K | Sell |
|
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|
2024
Q2 | $289K | Hold |
|
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|
2024
Q1 | $309K | Hold |
|
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|
2023
Q4 | $322K | Hold |
|
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|
2023
Q3 | $307K | Hold |
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|
2023
Q2 | $282K | Buy |
|
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|
2022
Q4 | $293K | Hold |
|
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|
2022
Q3 | $292K | Sell |
|
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|
2022
Q2 | $288K | Hold |
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|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $365K | Buy |
|