Cerity Partners’s AppFolio APPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$378K Buy
2025
Q2
$309K Sell
2025
Q1
$2.03M Sell
2024
Q4
$3.66M Buy
2024
Q3
$3.45M Buy
2024
Q2
$293K Sell
2024
Q1
$366K Buy