Apollon Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Sell |
990
-94
| -9% | -$42K | 0.01% | 844 |
|
|
2025
Q1 | $493K | Buy |
1,084
+106
| +11% | +$48.2K | 0.01% | 756 |
|
|
2024
Q4 | $470K | Buy |
978
+7
| +0.7% | +$3.36K | 0.01% | 783 |
|
|
2024
Q3 | $447K | Sell |
971
-20
| -2% | -$9.2K | 0.01% | 765 |
|
|
2024
Q2 | $405K | Buy |
991
+43
| +5% | +$17.6K | 0.01% | 758 |
|
|
2024
Q1 | $431K | Sell |
948
-91
| -9% | -$41.4K | 0.01% | 744 |
|
|
2023
Q4 | $496K | Buy |
1,039
+560
| +117% | +$267K | 0.02% | 655 |
|
|
2023
Q3 | $209K | Buy |
+479
| New | +$209K | 0.01% | 821 |
|
|
2020
Q3 | – | Sell |
-7
| Closed | -$2K | – | 331 |
|
|
2020
Q2 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 634 |
|