Appleton Partners Inc GE VERNOVA INC Transaction History

Appleton Partners Inc

  • $1.41 Billion
  • Q2 2025
Number of Shares
47,967
Previous 49,173 2.45%
Holding current value
$25.4 Million
Previous $15 Million 69.08%
% of portfolio
1.8%
Previous 1.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
N/A
-1,206 Reduced 2.45%
47,967 $25.4 Million
Q1 2025

Apr 22, 2025
SELL
N/A
-2,530 Reduced 4.89%
49,173 $15 Million
Q4 2024

Jan 28, 2025
SELL
N/A
-1,834 Reduced 3.43%
51,703 $17 Million
Q3 2024

Oct 01, 2024
BUY
N/A
53,537 New
53,537 $13.7 Million
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