Creative Planning’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 | $378K | Buy |
+21,838
| New | +$378K | ﹤0.01% | 2694 |
|
|
2025
Q1 | – | Sell |
-16,214
| Closed | -$517K | – | 3451 |
|
|
2024
Q4 | $517K | Buy |
+16,214
| New | +$517K | ﹤0.01% | 2182 |
|
|
2024
Q2 | – | Sell |
-6,867
| Closed | -$404K | – | 3003 |
|
|
2024
Q1 | $404K | Buy |
6,867
+2,407
| +54% | +$141K | ﹤0.01% | 2009 |
|
|
2023
Q4 | $267K | Buy |
+4,460
| New | +$267K | ﹤0.01% | 2167 |
|
|
2023
Q3 | – | Sell |
-3,873
| Closed | -$353K | – | 2820 |
|
|
2023
Q2 | $353K | Sell |
3,873
-10,765
| -74% | -$981K | ﹤0.01% | 1778 |
|
|
2023
Q1 | $966K | Buy |
14,638
+551
| +4% | +$36.3K | ﹤0.01% | 1094 |
|
|
2022
Q4 | $728K | Buy |
14,087
+8,016
| +132% | +$415K | ﹤0.01% | 1196 |
|
|
2022
Q3 | $415K | Buy |
6,071
+57
| +0.9% | +$3.9K | ﹤0.01% | 1434 |
|
|
2022
Q2 | $272K | Buy |
6,014
+83
| +1% | +$3.75K | ﹤0.01% | 1673 |
|
|
2022
Q1 | $301K | Hold |
5,931
| – | – | ﹤0.01% | 1638 |
|
|
2021
Q4 | $280K | Buy |
+5,931
| New | +$280K | ﹤0.01% | 1672 |
|