Advisors Asset Management’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.7K | Sell |
420
-74
| -15% | -$17K | ﹤0.01% | 1205 |
|
|
2025
Q1 | $109K | Buy |
494
+11
| +2% | +$2.42K | ﹤0.01% | 1187 |
|
|
2024
Q4 | $119K | Buy |
483
+93
| +24% | +$22.9K | ﹤0.01% | 1196 |
|
|
2024
Q3 | $91.8K | Buy |
390
+141
| +57% | +$33.2K | ﹤0.01% | 1237 |
|
|
2024
Q2 | $60.9K | Buy |
249
+69
| +38% | +$16.9K | ﹤0.01% | 1260 |
|
|
2024
Q1 | $44.4K | Buy |
180
+134
| +291% | +$33.1K | ﹤0.01% | 1302 |
|
|
2023
Q4 | $7.97K | Buy |
+46
| New | +$7.97K | ﹤0.01% | 1386 |
|