Mercer Global Advisors’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
1,205
-636
| -35% | -$146K | ﹤0.01% | 1861 |
|
|
2025
Q1 | $405K | Sell |
1,841
-397
| -18% | -$87.3K | ﹤0.01% | 1590 |
|
|
2024
Q4 | $552K | Buy |
2,238
+1,349
| +152% | +$333K | ﹤0.01% | 1398 |
|
|
2024
Q3 | $206K | Sell |
889
-139
| -14% | -$32.3K | ﹤0.01% | 1789 |
|
|
2024
Q2 | $251K | Sell |
1,028
-8
| -0.8% | -$1.96K | ﹤0.01% | 1674 |
|
|
2024
Q1 | $256K | Buy |
+1,036
| New | +$256K | ﹤0.01% | 1655 |
|
|
2021
Q1 | – | Sell |
-2,098
| Closed | -$378K | – | 1619 |
|
|
2020
Q4 | $378K | Buy |
2,098
+269
| +15% | +$48.5K | ﹤0.01% | 978 |
|
|
2020
Q3 | $259K | Sell |
1,829
-270
| -13% | -$38.2K | ﹤0.01% | 1012 |
|
|
2020
Q2 | $342K | Buy |
2,099
+109
| +5% | +$17.8K | 0.01% | 805 |
|
|
2020
Q1 | $221K | Buy |
+1,990
| New | +$221K | ﹤0.01% | 914 |
|