Mission Wealth Management’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.71M | Sell |
|
|||||
|
2025
Q1 | $11.8M | Sell |
|
|||||
|
2024
Q4 | $15M | Sell |
|
|||||
|
2024
Q3 | $14.5M | Sell |
|
|||||
|
2024
Q2 | $24.7M | Buy |
|
|||||
|
2024
Q1 | $10.6M | Buy |
|
|||||
|
2023
Q4 | $6.54M | Sell |
|
|||||
|
2023
Q3 | $8.54M | Hold |
|
|||||
|
2023
Q2 | $8.05M | Buy |
|
|||||
|
2023
Q1 | $2.84M | Sell |
|
|||||
|
2022
Q4 | $2.44M | Sell |
|
|||||
|
2022
Q3 | $3.52M | Buy |
|
|||||
|
2022
Q2 | $2.26M | Hold |
|
|||||
|
2022
Q1 | $2.82M | Sell |
|
|||||
|
2021
Q4 | $3.02M | Sell |
|
|||||
|
2021
Q3 | $3.05M | Buy |
|
|||||
|
2021
Q2 | $2.21M | Buy |
|
|||||
|
2021
Q1 | $2.2M | Hold |
|
|||||
|
2020
Q4 | $2.8M | Buy |
|
|||||
|
2020
Q3 | $1.68M | Buy |
|