Charles Schwab’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.8M | Buy |
159,670
+127
| +0.1% | +$29.2K | 0.01% | 1289 |
|
|
2025
Q1 | $35.1M | Sell |
159,543
-7,299
| -4% | -$1.61M | 0.01% | 1301 |
|
|
2024
Q4 | $41.2M | Sell |
166,842
-9,973
| -6% | -$2.46M | 0.01% | 1263 |
|
|
2024
Q3 | $41.6M | Buy |
176,815
+24,141
| +16% | +$5.68M | 0.01% | 1248 |
|
|
2024
Q2 | $37.3M | Sell |
152,674
-29,958
| -16% | -$7.33M | 0.01% | 1269 |
|
|
2024
Q1 | $45.1M | Buy |
182,632
+12,393
| +7% | +$3.06M | 0.01% | 1112 |
|
|
2023
Q4 | $29.5M | Buy |
170,239
+20,166
| +13% | +$3.49M | 0.01% | 1345 |
|
|
2023
Q3 | $27.4M | Buy |
150,073
+7,054
| +5% | +$1.29M | 0.01% | 1291 |
|
|
2023
Q2 | $24.6M | Buy |
143,019
+697
| +0.5% | +$120K | 0.01% | 1343 |
|
|
2023
Q1 | $17.7M | Buy |
142,322
+1,975
| +1% | +$246K | 0.01% | 1560 |
|
|
2022
Q4 | $14.8M | Buy |
140,347
+3,850
| +3% | +$406K | ﹤0.01% | 1635 |
|
|
2022
Q3 | $14.3M | Sell |
136,497
-3,620
| -3% | -$379K | 0.01% | 1612 |
|
|
2022
Q2 | $12.7M | Buy |
140,117
+1,140
| +0.8% | +$103K | ﹤0.01% | 1708 |
|
|
2022
Q1 | $15.7M | Buy |
138,977
+3,585
| +3% | +$406K | ﹤0.01% | 1707 |
|
|
2021
Q4 | $16.4M | Buy |
135,392
+4,236
| +3% | +$513K | ﹤0.01% | 1724 |
|
|
2021
Q3 | $15.8M | Buy |
131,156
+7,177
| +6% | +$864K | 0.01% | 1753 |
|
|
2021
Q2 | $17.5M | Buy |
123,979
+7,766
| +7% | +$1.1M | 0.01% | 1680 |
|
|
2021
Q1 | $16.4M | Buy |
116,213
+6,275
| +6% | +$887K | 0.01% | 1669 |
|
|
2020
Q4 | $19.8M | Buy |
109,938
+7,324
| +7% | +$1.32M | 0.01% | 1416 |
|
|
2020
Q3 | $14.6M | Buy |
102,614
+2,230
| +2% | +$316K | 0.01% | 1428 |
|
|
2020
Q2 | $16.3M | Buy |
100,384
+7,245
| +8% | +$1.18M | 0.01% | 1318 |
|
|
2020
Q1 | $10.3M | Sell |
93,139
-2,989
| -3% | -$332K | 0.01% | 1434 |
|
|
2019
Q4 | $10.6M | Buy |
96,128
+2,801
| +3% | +$308K | 0.01% | 1646 |
|
|
2019
Q3 | $8.88M | Buy |
93,327
+16,228
| +21% | +$1.54M | 0.01% | 1668 |
|
|
2019
Q2 | $7.89M | Buy |
77,099
+2,771
| +4% | +$283K | ﹤0.01% | 1740 |
|
|
2019
Q1 | $5.9M | Buy |
74,328
+2,656
| +4% | +$211K | ﹤0.01% | 1898 |
|
|
2018
Q4 | $4.25M | Sell |
71,672
-13,724
| -16% | -$813K | ﹤0.01% | 1986 |
|
|
2018
Q3 | $6.7M | Buy |
85,396
+25,759
| +43% | +$2.02M | ﹤0.01% | 1885 |
|
|
2018
Q2 | $3.65M | Buy |
59,637
+5,310
| +10% | +$325K | ﹤0.01% | 2154 |
|
|
2018
Q1 | $2.22M | Buy |
54,327
+34,238
| +170% | +$1.4M | ﹤0.01% | 2294 |
|
|
2017
Q4 | $834K | Buy |
20,089
+5,489
| +38% | +$228K | ﹤0.01% | 2568 |
|
|
2017
Q3 | $701K | Hold |
14,600
| – | – | ﹤0.01% | 2619 |
|
|
2017
Q2 | $476K | Buy |
+14,600
| New | +$476K | ﹤0.01% | 2708 |
|