BHWM
APPF icon

Bay Harbor Wealth Management’s AppFolio APPF Stock Holding History

Bay Harbor Wealth Management’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1
Closed -$232 – 1300
2025
Q4 		$232 Hold
1
– – ﹤0.01% 1092
2025
Q3 		$275 Buy
+1
New +$270 ﹤0.01% 941
2025
Q2 		– Sell
-1
Closed -$219 – 1274
2025
Q1 		$219 Buy
+1
New +$229 ﹤0.01% 637

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NCM
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Geode Capital Management
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