Appleton Partners Inc ETF Ser Solutions Transaction History

Appleton Partners Inc

$1.29 Billion
Q1 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 02, 2024	SELL	$27.93 - $30.33 $9,775 - $10,615	-350 Reduced 4.93%	6,755 $205,000
Q4 2023 Jan 02, 2024	BUY	$24.86 - $30.84 $176,630 - $219,118	7,105 New	7,105 $215,000
Q2 2023 Jul 10, 2023	SELL	$26.46 - $28.89 $65,488 - $71,502	-2,475 Reduced 25.88%	7,090 $205,000
Q1 2023 Apr 10, 2023	SELL	$25.99 - $31.78 $47,041 - $57,521	-1,810 Reduced 15.91%	9,565 $269,000
Q4 2022 Jan 19, 2023	SELL	$26.48 - $29.88 $126,733 - $143,005	-4,786 Reduced 29.61%	11,375 $319,000
Q3 2022 Oct 27, 2022	SELL	$27.12 - $33.96 $71,190 - $89,145	-2,625 Reduced 13.97%	16,161 $444,000
Q2 2022 Jul 08, 2022	SELL	$29.81 - $38.61 $16,157 - $20,926	-542 Reduced 2.8%	18,786 $581,000
Q1 2022 Apr 05, 2022	SELL	$35.26 - $39.55 $9,520 - $10,678	-270 Reduced 1.38%	19,328 $734,000
Q4 2021 Feb 03, 2022	SELL	$35.53 - $39.51 $639 - $711	-18 Reduced 0.09%	19,598 $774,000
Q3 2021 Oct 14, 2021	BUY	$34.76 - $37.05 $9,037 - $9,633	260 Added 1.34%	19,616 $688,000
Q2 2021 Jul 07, 2021	SELL	$32.14 - $35.98 $4,981 - $5,576	-155 Reduced 0.79%	19,356 $669,000
Q1 2021 Apr 19, 2021	BUY	$28.0 - $32.49 $114,800 - $133,209	4,100 Added 26.6%	19,511 $619,000
Q4 2020 Jan 19, 2021	BUY	$24.37 - $29.68 $58,146 - $70,816	2,386 Added 18.32%	15,411 $447,000
Q3 2020 Oct 14, 2020	BUY	$25.08 - $27.83 $326,667 - $362,485	13,025 New	13,025 $339,000

Others Institutions Holding PPTY

# of Institutions

27

Shares Held

1.55M

Call Options Held

0

Put Options Held

0

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