Congress Wealth Management’s AppFolio APPF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-916	Closed	-$226K	–	1070
2024 Q4	$226K	Buy	+916	New	+$226K	﹤0.01%	825
2024 Q3	–	Sell	-1,000	Closed	-$245K	–	839
2024 Q2	$245K	Hold	1,000	–	–	﹤0.01%	659
2024 Q1	$247K	Buy	+1,000	New	+$247K	﹤0.01%	542