MWM
Mission Wealth Management’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.71M | Sell |
42,159
-11,280
| -21% | -$2.6M | 0.21% | 63 |
|
|
2025
Q1 | $11.8M | Sell |
53,439
-7,400
| -12% | -$1.63M | 0.29% | 52 |
|
|
2024
Q4 | $15M | Sell |
60,839
-850
| -1% | -$210K | 0.35% | 45 |
|
|
2024
Q3 | $14.5M | Sell |
61,689
-39,328
| -39% | -$9.26M | 0.35% | 39 |
|
|
2024
Q2 | $24.7M | Buy |
101,017
+58,152
| +136% | +$14.2M | 0.65% | 27 |
|
|
2024
Q1 | $10.6M | Buy |
42,865
+5,100
| +14% | +$1.26M | 0.28% | 51 |
|
|
2023
Q4 | $6.54M | Sell |
37,765
-9,000
| -19% | -$1.56M | 0.21% | 65 |
|
|
2023
Q3 | $8.54M | Hold |
46,765
| – | – | 0.32% | 45 |
|
|
2023
Q2 | $8.05M | Buy |
46,765
+23,951
| +105% | +$4.12M | 0.3% | 47 |
|
|
2023
Q1 | $2.84M | Sell |
22,814
-300
| -1% | -$37.3K | 0.12% | 96 |
|
|
2022
Q4 | $2.44M | Sell |
23,114
-10,472
| -31% | -$1.1M | 0.12% | 107 |
|
|
2022
Q3 | $3.52M | Buy |
33,586
+8,668
| +35% | +$908K | 0.19% | 73 |
|
|
2022
Q2 | $2.26M | Hold |
24,918
| – | – | 0.12% | 94 |
|
|
2022
Q1 | $2.82M | Sell |
24,918
-20
| -0.1% | -$2.26K | 0.13% | 89 |
|
|
2021
Q4 | $3.02M | Sell |
24,938
-365
| -1% | -$44.2K | 0.14% | 79 |
|
|
2021
Q3 | $3.05M | Buy |
25,303
+9,660
| +62% | +$1.16M | 0.16% | 74 |
|
|
2021
Q2 | $2.21M | Buy |
15,643
+107
| +0.7% | +$15.1K | 0.12% | 90 |
|
|
2021
Q1 | $2.2M | Hold |
15,536
| – | – | 0.13% | 83 |
|
|
2020
Q4 | $2.8M | Buy |
15,536
+3,690
| +31% | +$664K | 0.18% | 66 |
|
|
2020
Q3 | $1.68M | Buy |
+11,846
| New | +$1.68M | 0.13% | 83 |
|