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Burney Company’s AppFolio APPF Stock Holding History

Burney Company’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
-1,146
Closed -$267K – 582
2025
Q4 		$267K Sell
1,146
-6,851
-86% -$1.63M 0.01% 546
2025
Q3 		$2.2M Buy
7,997
+288
+4% +$77.8K 0.07% 224
2025
Q2 		$1.78M Sell
7,709
-899
-10% -$196K 0.06% 244
2025
Q1 		$1.89M Sell
8,608
-1,647
-16% -$378K 0.07% 221
2024
Q4 		$2.53M Sell
10,255
-27,950
-73% -$6.54M 0.09% 188
2024
Q3 		$8.99M Buy
38,205
+28,225
+283% +$6.6M 0.32% 78
2024
Q2 		$2.44M Buy
+9,980
New +$2.33M 0.09% 194

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