Appleton Partners Inc SPDR INDEX SHS FDS MSCI EMRG M Transaction History

Appleton Partners Inc

$1.52 Billion
Q4 2025

Number of Shares

11,874

Previous 13,097 9.34%

Holding current value

$785,000

Previous $868,000 9.56%

% of portfolio

0.05%

Previous 0.06%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 09, 2026	SELL	N/A	-1,223 Reduced 9.34%	11,874 $785,000
Q3 2025 Nov 05, 2025	SELL	N/A	-340 Reduced 2.53%	13,097 $868,000
Q2 2025 Jul 22, 2025	SELL	N/A	-1,225 Reduced 8.35%	13,437 $847,000
Q1 2025 Apr 22, 2025	SELL	N/A	-1,345 Reduced 8.4%	14,662 $846,000
Q4 2024 Jan 28, 2025	SELL	N/A	-5,550 Reduced 25.75%	16,007 $913,000

Q3 2024 Oct 01, 2024	SELL	N/A	-820 Reduced 3.66%	21,557 $1.36 Million
Q2 2024 Jul 02, 2024	SELL	N/A	-1,646 Reduced 6.85%	22,377 $1.31 Million
Q1 2024 Apr 01, 2024	SELL	N/A	-2,279 Reduced 8.66%	24,023 $1.39 Million
Q4 2023 Jan 02, 2024	SELL	N/A	-4,705 Reduced 15.17%	26,302 $1.5 Million
Q3 2023 Oct 03, 2023	SELL	N/A	-3,717 Reduced 10.7%	31,007 $1.68 Million
Q2 2023 Jul 10, 2023	SELL	N/A	-11,967 Reduced 25.63%	34,724 $1.93 Million
Q1 2023 Apr 10, 2023	SELL	N/A	-2,611 Reduced 5.3%	46,691 $2.6 Million
Q4 2022 Jan 19, 2023	SELL	N/A	-8,994 Reduced 15.43%	49,302 $2.63 Million
Q3 2022 Oct 27, 2022	SELL	N/A	-10,542 Reduced 15.31%	58,296 $2.96 Million
Q2 2022 Jul 08, 2022	SELL	N/A	-2,130 Reduced 3.0%	68,838 $3.88 Million
Q1 2022 Apr 05, 2022	SELL	N/A	-4,241 Reduced 5.64%	70,968 $4.55 Million
Q4 2021 Feb 03, 2022	SELL	N/A	-3,867 Reduced 4.89%	75,209 $5.09 Million
Q3 2021 Oct 14, 2021	SELL	N/A	-12,774 Reduced 13.91%	79,076 $5.35 Million
Q2 2021 Jul 07, 2021	SELL	N/A	-13,688 Reduced 12.97%	91,850 $6.45 Million
Q1 2021 Apr 19, 2021	SELL	N/A	-19,046 Reduced 15.29%	105,538 $7.19 Million
Q4 2020 Jan 19, 2021	SELL	N/A	-611 Reduced 0.49%	124,584 $8.11 Million
Q3 2020 Oct 14, 2020	SELL	N/A	-9,202 Reduced 6.85%	125,195 $7.07 Million
Q2 2020 Aug 14, 2020	SELL	N/A	-8,929 Reduced 6.23%	134,397 $7.08 Million
Q1 2020 May 04, 2020	SELL	N/A	-607 Reduced 0.42%	143,326 $6.71 Million
Q4 2019 Jan 13, 2020	BUY	N/A	2,374 Added 1.68%	143,933 $8.76 Million
Q3 2019 Nov 04, 2019	BUY	N/A	5,653 Added 4.16%	141,559 $8.12 Million
Q2 2019 Jul 25, 2019	BUY	N/A	10,639 Added 8.49%	135,906 $8.07 Million
Q1 2019 Apr 17, 2019	BUY	N/A	9,215 Added 7.94%	125,267 $7.41 Million
Q4 2018 Jan 17, 2019	BUY	N/A	4,965 Added 4.47%	116,052 $6.31 Million
Q3 2018 Oct 09, 2018	BUY	N/A	3,233 Added 3.0%	111,087 $6.59 Million
Q2 2018 Aug 08, 2018	BUY	N/A	5,969 Added 5.86%	107,854 $6.4 Million
Q1 2018 Apr 11, 2018	BUY	N/A	9,866 Added 10.72%	101,885 $6.68 Million
Q4 2017 Jan 12, 2018	BUY	N/A	11,285 Added 13.98%	92,019 $5.93 Million
Q3 2017 Oct 12, 2017	BUY	N/A	80,734	80,734 $4.93 Million

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.

Account