Cerity Partners’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
1,342
-7,911
| -85% | -$1.82M | ﹤0.01% | 2140 |
|
|
2025
Q1 | $2.03M | Sell |
9,253
-5,645
| -38% | -$1.24M | ﹤0.01% | 1119 |
|
|
2024
Q4 | $3.66M | Buy |
14,898
+250
| +2% | +$61.5K | 0.01% | 838 |
|
|
2024
Q3 | $3.45M | Buy |
14,648
+13,448
| +1,121% | +$3.17M | 0.01% | 857 |
|
|
2024
Q2 | $293K | Sell |
1,200
-282
| -19% | -$69K | ﹤0.01% | 1828 |
|
|
2024
Q1 | $366K | Buy |
+1,482
| New | +$366K | ﹤0.01% | 1759 |
|