Meritage Portfolio Management’s Apple Hospitality REIT APLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-328,076
Closed -$5.04M 321
2024
Q4
$5.04M Sell
328,076
-2,542
-0.8% -$39K 0.31% 84
2024
Q3
$4.91M Sell
330,618
-3,620
-1% -$53.8K 0.3% 106
2024
Q2
$4.86M Sell
334,238
-3,929
-1% -$57.1K 0.31% 100
2024
Q1
$5.54M Buy
338,167
+74,693
+28% +$1.22M 0.35% 88
2023
Q4
$4.38M Sell
263,474
-2,158
-0.8% -$35.8K 0.29% 110
2023
Q3
$4.08M Sell
265,632
-5,593
-2% -$85.8K 0.3% 110
2023
Q2
$4.1M Sell
271,225
-13,416
-5% -$203K 0.29% 115
2023
Q1
$4.42M Buy
284,641
+189
+0.1% +$2.93K 0.33% 106
2022
Q4
$4.49M Buy
284,452
+142,176
+100% +$2.24M 0.35% 101
2022
Q3
$2M Sell
142,276
-155,118
-52% -$2.18M 0.17% 166
2022
Q2
$4.36M Buy
297,394
+4,313
+1% +$63.3K 0.34% 99
2022
Q1
$5.27M Buy
+293,081
New +$5.27M 0.33% 95