Northwestern Mutual Wealth Management’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $29.7K | Buy |
129
+23
| +22% | +$5.3K | ﹤0.01% | 2431 |
|
2025
Q1 | $23.3K | Buy |
106
+6
| +6% | +$1.32K | ﹤0.01% | 2451 |
|
2024
Q4 | $24.7K | Sell |
100
-122
| -55% | -$30.1K | ﹤0.01% | 2431 |
|
2024
Q3 | $52.3K | Buy |
222
+9
| +4% | +$2.12K | ﹤0.01% | 2136 |
|
2024
Q2 | $52.1K | Buy |
213
+186
| +689% | +$45.5K | ﹤0.01% | 2081 |
|
2024
Q1 | $6.66K | Buy |
+27
| New | +$6.66K | ﹤0.01% | 2757 |
|
2023
Q3 | – | Sell |
-7
| Closed | -$1.21K | – | 3275 |
|
2023
Q2 | $1.21K | Buy |
+7
| New | +$1.21K | ﹤0.01% | 3062 |
|
2021
Q4 | – | Sell |
-104
| Closed | -$13K | – | 3122 |
|
2021
Q3 | $13K | Buy |
104
+82
| +373% | +$10.3K | ﹤0.01% | 2365 |
|
2021
Q2 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 2729 |
|
2020
Q3 | – | Sell |
-48
| Closed | -$8K | – | 2520 |
|
2020
Q2 | $8K | Buy |
+48
| New | +$8K | ﹤0.01% | 1961 |
|
2019
Q2 | – | Sell |
-500
| Closed | -$40K | – | 2483 |
|
2019
Q1 | $40K | Buy |
+500
| New | +$40K | ﹤0.01% | 1442 |
|