Evanson Asset Management’s AppFolio APPF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Sell
6,000
-87
-1% -$20K 0.09% 112
2025
Q1
$1.34M Buy
6,087
+87
+1% +$19.1K 0.09% 105
2024
Q4
$1.48M Hold
6,000
0.1% 97
2024
Q3
$1.41M Hold
6,000
0.1% 97
2024
Q2
$1.47M Hold
6,000
0.11% 89
2024
Q1
$1.48M Hold
6,000
0.11% 88
2023
Q4
$1.04M Hold
6,000
0.08% 104
2023
Q3
$1.1M Hold
6,000
0.1% 90
2023
Q2
$1.03M Hold
6,000
0.09% 97
2023
Q1
$747K Hold
6,000
0.07% 121
2022
Q4
$632K Hold
6,000
0.07% 128
2022
Q3
$628K Hold
6,000
0.07% 124
2022
Q2
$544K Hold
6,000
0.06% 150
2022
Q1
$679K Hold
6,000
0.07% 132
2021
Q4
$726K Hold
6,000
0.06% 134
2021
Q3
$858K Hold
6,000
0.09% 109
2021
Q2
$847K Hold
6,000
0.09% 110
2021
Q1
$848K Hold
6,000
0.13% 102
2020
Q4
$1.08M Hold
6,000
0.17% 79
2020
Q3
$851K Hold
6,000
0.15% 82
2020
Q2
$976K Hold
6,000
0.19% 68
2020
Q1
$666K Hold
6,000
0.16% 85
2019
Q4
$660K Hold
6,000
0.13% 98
2019
Q3
$571K Hold
6,000
0.12% 105
2019
Q2
$614K Hold
6,000
0.12% 101
2019
Q1
$476K Hold
6,000
0.1% 123
2018
Q4
$355K Hold
6,000
0.08% 144
2018
Q3
$470K Hold
6,000
0.1% 126
2018
Q2
$367K Hold
6,000
0.07% 166
2018
Q1
$245K Buy
+6,000
New +$245K 0.05% 216