12 West Capital Management’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-60,000
| Closed | -$14.1M | – | 17 |
|
|
2024
Q3 | $14.1M | Sell |
60,000
-20,000
| -25% | -$4.71M | 1.45% | 14 |
|
|
2024
Q2 | $19.6M | Sell |
80,000
-45,000
| -36% | -$11M | 2.01% | 13 |
|
|
2024
Q1 | $30.8M | Hold |
125,000
| – | – | 2.78% | 11 |
|
|
2023
Q4 | $21.7M | Sell |
125,000
-175,000
| -58% | -$30.3M | 1.93% | 12 |
|
|
2023
Q3 | $54.8M | Hold |
300,000
| – | – | 4.96% | 10 |
|
|
2023
Q2 | $51.6M | Hold |
300,000
| – | – | 4.43% | 9 |
|
|
2023
Q1 | $37.3M | Hold |
300,000
| – | – | 3.21% | 10 |
|
|
2022
Q4 | $31.6M | Sell |
300,000
-9,000
| -3% | -$948K | 3.2% | 10 |
|
|
2022
Q3 | $32.4M | Buy |
309,000
+219,000
| +243% | +$22.9M | 2.85% | 12 |
|
|
2022
Q2 | $8.16M | Buy |
90,000
+5,000
| +6% | +$453K | 0.7% | 20 |
|
|
2022
Q1 | $9.62M | Buy |
+85,000
| New | +$9.62M | 0.59% | 21 |
|