Envestnet Asset Management’s Apellis Pharmaceuticals APLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-43,717
| Closed | -$956K | – | 4430 |
|
|
2025
Q1 | $956K | Buy |
43,717
+15,766
| +56% | +$345K | ﹤0.01% | 3243 |
|
|
2024
Q4 | $892K | Sell |
27,951
-127,713
| -82% | -$4.08M | ﹤0.01% | 3243 |
|
|
2024
Q3 | $4.49M | Buy |
155,664
+21,128
| +16% | +$609K | ﹤0.01% | 2163 |
|
|
2024
Q2 | $5.16M | Buy |
134,536
+39,931
| +42% | +$1.53M | ﹤0.01% | 2003 |
|
|
2024
Q1 | $5.56M | Buy |
94,605
+8,177
| +9% | +$481K | ﹤0.01% | 1907 |
|
|
2023
Q4 | $5.17M | Buy |
86,428
+5,971
| +7% | +$357K | ﹤0.01% | 1877 |
|
|
2023
Q3 | $3.06M | Buy |
80,457
+59,152
| +278% | +$2.25M | ﹤0.01% | 2121 |
|
|
2023
Q2 | $1.94M | Buy |
21,305
+561
| +3% | +$51.1K | ﹤0.01% | 2298 |
|
|
2023
Q1 | $1.37M | Buy |
+20,744
| New | +$1.37M | ﹤0.01% | 2454 |
|
|
2022
Q4 | – | Sell |
-4,104
| Closed | -$280K | – | 3948 |
|
|
2022
Q3 | $280K | Buy |
+4,104
| New | +$280K | ﹤0.01% | 3389 |
|