BAAM
Baker Avenue Asset Management’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Sell |
16,437
-5,925
| -26% | -$1.36M | 0.11% | 138 |
|
|
2025
Q1 | $4.92M | Sell |
22,362
-78
| -0.3% | -$17.2K | 0.15% | 121 |
|
|
2024
Q4 | $5.54M | Buy |
22,440
+957
| +4% | +$236K | 0.17% | 107 |
|
|
2024
Q3 | $5.06M | Buy |
21,483
+3,038
| +16% | +$715K | 0.16% | 109 |
|
|
2024
Q2 | $4.51M | Sell |
18,445
-1,407
| -7% | -$344K | 0.15% | 108 |
|
|
2024
Q1 | $4.9M | Buy |
19,852
+467
| +2% | +$115K | 0.19% | 99 |
|
|
2023
Q4 | $3.36M | Buy |
19,385
+1,137
| +6% | +$197K | 0.15% | 116 |
|
|
2023
Q3 | $3.33M | Sell |
18,248
-3,662
| -17% | -$669K | 0.17% | 110 |
|
|
2023
Q2 | $3.77M | Sell |
21,910
-6,819
| -24% | -$1.17M | 0.19% | 103 |
|
|
2023
Q1 | $3.58M | Buy |
28,729
+518
| +2% | +$64.5K | 0.19% | 102 |
|
|
2022
Q4 | $2.97M | Buy |
28,211
+2,283
| +9% | +$241K | 0.18% | 107 |
|
|
2022
Q3 | $2.72M | Buy |
+25,928
| New | +$2.72M | 0.17% | 102 |
|