CWC
APLS

Carolinas Wealth Consulting’s Apellis Pharmaceuticals APLS Stock Holding History

Carolinas Wealth Consulting’s Portfolio APLS Stock Details APLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-39
Closed -$848 – 55
2025
Q1 		$848 Hold
39
– – ﹤0.01% 923
2024
Q4 		$1.24K Hold
39
– – ﹤0.01% 910
2024
Q3 		$1.12K Hold
39
– – ﹤0.01% 907
2024
Q2 		$1.49K Hold
39
– – ﹤0.01% 848
2024
Q1 		$2.28K Sell
39
-14
-26% -$892 ﹤0.01% 776
2023
Q4 		$3.15K Buy
53
+14
+36% +$710 ﹤0.01% 689
2023
Q3 		$1.89K Hold
39
– – ﹤0.01% 755
2023
Q2 		$3.53K Hold
39
– – ﹤0.01% 734
2023
Q1 		$2.56K Buy
+39
New +$2.25K ﹤0.01% 783

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EC
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Morgan Stanley
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Wellington Management Group
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DTC
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BlackRock
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return