Bell Investment Advisors’s Apellis Pharmaceuticals APLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32
| Closed | -$700 | – | 1886 |
|
|
2025
Q1 | $700 | Sell |
32
-108
| -77% | -$2.36K | ﹤0.01% | 1659 |
|
|
2024
Q4 | $4.47K | Buy |
140
+36
| +35% | +$1.15K | ﹤0.01% | 973 |
|
|
2024
Q3 | $3K | Sell |
104
-9
| -8% | -$260 | ﹤0.01% | 1183 |
|
|
2024
Q2 | $4.34K | Hold |
113
| – | – | ﹤0.01% | 995 |
|
|
2024
Q1 | $6.64K | Buy |
113
+9
| +9% | +$529 | ﹤0.01% | 771 |
|
|
2023
Q4 | $6.23K | Buy |
104
+54
| +108% | +$3.23K | ﹤0.01% | 762 |
|
|
2023
Q3 | $1.9K | Sell |
50
-8
| -14% | -$304 | ﹤0.01% | 1297 |
|
|
2023
Q2 | $5.28K | Hold |
58
| – | – | ﹤0.01% | 795 |
|
|
2023
Q1 | $3.83K | Buy |
58
+8
| +16% | +$528 | ﹤0.01% | 912 |
|
|
2022
Q4 | $2.59K | Hold |
50
| – | – | ﹤0.01% | 1151 |
|
|
2022
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 869 |
|
|
2022
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1085 |
|
|
2021
Q4 | $3K | Buy |
61
+24
| +65% | +$1.18K | ﹤0.01% | 941 |
|
|
2021
Q3 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1249 |
|