LAM
Lewis Asset Management’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
1,105
+17
| +2% | +$3.92K | 0.12% | 155 |
|
|
2025
Q1 | $239K | Sell |
1,088
-31
| -3% | -$6.82K | 0.2% | 109 |
|
|
2024
Q4 | $276K | Sell |
1,119
-209
| -16% | -$51.6K | 0.21% | 106 |
|
|
2024
Q3 | $313K | Buy |
1,328
+123
| +10% | +$29K | 0.23% | 103 |
|
|
2024
Q2 | $295K | Buy |
1,205
+21
| +2% | +$5.14K | 0.23% | 97 |
|
|
2024
Q1 | $292K | Buy |
+1,184
| New | +$292K | 0.24% | 90 |
|