Moss Adams Wealth Advisors’s AppTech Payments APCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-85,000
| Closed | -$35.3K | – | 257 |
|
|
2025
Q1 | $35.3K | Hold |
85,000
| – | – | ﹤0.01% | 214 |
|
|
2024
Q4 | $44.2K | Buy |
85,000
+45,000
| +113% | +$23.4K | ﹤0.01% | 205 |
|
|
2024
Q3 | $23.9K | Hold |
40,000
| – | – | ﹤0.01% | 202 |
|
|
2024
Q2 | $37.6K | Buy |
+40,000
| New | +$37.6K | 0.01% | 171 |
|
|
2024
Q1 | – | Sell |
-15,000
| Closed | -$29.9K | – | 153 |
|
|
2023
Q4 | $29.9K | Hold |
15,000
| – | – | 0.01% | 119 |
|
|
2023
Q3 | $49.4K | Hold |
15,000
| – | – | 0.02% | 120 |
|
|
2023
Q2 | $29.6K | Hold |
15,000
| – | – | 0.01% | 116 |
|
|
2023
Q1 | $22.4K | Buy |
15,000
+5,000
| +50% | +$7.45K | 0.01% | 125 |
|
|
2022
Q4 | $23.7K | Buy |
+10,000
| New | +$23.7K | 0.01% | 137 |
|