CAPTRUST Financial Advisors’s Apellis Pharmaceuticals APLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Buy |
29,532
+252
| +0.9% | +$4.36K | ﹤0.01% | 1718 |
|
|
2025
Q1 | $640K | Buy |
29,280
+16,651
| +132% | +$364K | ﹤0.01% | 1503 |
|
|
2024
Q4 | $403K | Buy |
+12,629
| New | +$403K | ﹤0.01% | 1729 |
|
|
2022
Q3 | – | Sell |
-92
| Closed | -$4K | – | 2164 |
|
|
2022
Q2 | $4K | Buy |
92
+10
| +12% | +$435 | ﹤0.01% | 4158 |
|
|
2022
Q1 | $4K | Sell |
82
-244
| -75% | -$11.9K | ﹤0.01% | 4228 |
|
|
2021
Q4 | $15K | Sell |
326
-287
| -47% | -$13.2K | ﹤0.01% | 3466 |
|
|
2021
Q3 | $20K | Buy |
613
+494
| +415% | +$16.1K | ﹤0.01% | 3161 |
|
|
2021
Q2 | $8K | Buy |
119
+90
| +310% | +$6.05K | ﹤0.01% | 3645 |
|
|
2021
Q1 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 4160 |
|