Polen Capital Management’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17,855
| Closed | -$4.37M | – | 120 |
|
|
2024
Q2 | $4.37M | Sell |
17,855
-8,599
| -33% | -$2.1M | 0.01% | 66 |
|
|
2024
Q1 | $6.53M | Sell |
26,454
-621
| -2% | -$153K | 0.02% | 60 |
|
|
2023
Q4 | $4.69M | Sell |
27,075
-7,577
| -22% | -$1.31M | 0.01% | 81 |
|
|
2023
Q3 | $6.33M | Sell |
34,652
-5,258
| -13% | -$960K | 0.02% | 62 |
|
|
2023
Q2 | $6.87M | Sell |
39,910
-18,030
| -31% | -$3.1M | 0.02% | 59 |
|
|
2023
Q1 | $7.21M | Sell |
57,940
-1,146
| -2% | -$143K | 0.02% | 58 |
|
|
2022
Q4 | $6.23M | Sell |
59,086
-10,270
| -15% | -$1.08M | 0.02% | 58 |
|
|
2022
Q3 | $7.26M | Buy |
69,356
+7,026
| +11% | +$736K | 0.02% | 52 |
|
|
2022
Q2 | $5.65M | Sell |
62,330
-58,589
| -48% | -$5.31M | 0.01% | 60 |
|
|
2022
Q1 | $13.7M | Sell |
120,919
-5,692
| -4% | -$644K | 0.03% | 51 |
|
|
2021
Q4 | $15.3M | Buy |
126,611
+26,269
| +26% | +$3.18M | 0.03% | 54 |
|
|
2021
Q3 | $12.1M | Buy |
100,342
+7,728
| +8% | +$930K | 0.02% | 55 |
|
|
2021
Q2 | $13.1M | Buy |
92,614
+15,797
| +21% | +$2.23M | 0.03% | 48 |
|
|
2021
Q1 | $10.9M | Buy |
76,817
+13,546
| +21% | +$1.92M | 0.02% | 47 |
|
|
2020
Q4 | $11.4M | Buy |
63,271
+12,072
| +24% | +$2.17M | 0.03% | 39 |
|
|
2020
Q3 | $7.26M | Buy |
51,199
+8,294
| +19% | +$1.18M | 0.02% | 39 |
|
|
2020
Q2 | $6.98M | Buy |
42,905
+19,630
| +84% | +$3.19M | 0.02% | 33 |
|
|
2020
Q1 | $2.58M | Buy |
23,275
+9,389
| +68% | +$1.04M | 0.01% | 34 |
|
|
2019
Q4 | $1.53M | Buy |
13,886
+5,677
| +69% | +$624K | 0.01% | 39 |
|
|
2019
Q3 | $781K | Buy |
+8,209
| New | +$781K | ﹤0.01% | 51 |
|