Carson Wealth (CWM LLC)’s Apellis Pharmaceuticals APLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
127,584
+29,326
| +30% | +$508K | 0.01% | 912 |
|
|
2025
Q1 | $2.15M | Buy |
98,258
+53,663
| +120% | +$1.17M | 0.01% | 805 |
|
|
2024
Q4 | $1.42M | Buy |
44,595
+20,873
| +88% | +$666K | 0.01% | 917 |
|
|
2024
Q3 | $684K | Buy |
23,722
+19,571
| +471% | +$564K | ﹤0.01% | 1193 |
|
|
2024
Q2 | $159K | Buy |
4,151
+3,113
| +300% | +$119K | ﹤0.01% | 1707 |
|
|
2024
Q1 | $61K | Buy |
1,038
+832
| +404% | +$48.9K | ﹤0.01% | 2163 |
|
|
2023
Q4 | $12K | Sell |
206
-32
| -13% | -$1.86K | ﹤0.01% | 3062 |
|
|
2023
Q3 | $9K | Buy |
238
+61
| +34% | +$2.31K | ﹤0.01% | 3161 |
|
|
2023
Q2 | $16K | Buy |
177
+106
| +149% | +$9.58K | ﹤0.01% | 2766 |
|
|
2023
Q1 | $5K | Sell |
71
-4
| -5% | -$282 | ﹤0.01% | 3256 |
|
|
2022
Q4 | $4K | Sell |
75
-19
| -20% | -$1.01K | ﹤0.01% | 3256 |
|
|
2022
Q3 | $6K | Buy |
94
+8
| +9% | +$511 | ﹤0.01% | 2939 |
|
|
2022
Q2 | $4K | Buy |
86
+18
| +26% | +$837 | ﹤0.01% | 3038 |
|
|
2022
Q1 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 2984 |
|