Private Wealth Management Group’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.99K | Buy |
26
+8
| +44% | +$1.84K | ﹤0.01% | 677 |
|
|
2025
Q1 | $3.96K | Hold |
18
| – | – | ﹤0.01% | 810 |
|
|
2024
Q4 | $4.44K | Buy |
18
+8
| +80% | +$1.97K | ﹤0.01% | 788 |
|
|
2024
Q3 | $2.35K | Sell |
10
-14
| -58% | -$3.3K | ﹤0.01% | 1001 |
|
|
2024
Q2 | $5.87K | Buy |
24
+14
| +140% | +$3.42K | ﹤0.01% | 645 |
|
|
2024
Q1 | $2.47K | Hold |
10
| – | – | ﹤0.01% | 881 |
|
|
2023
Q4 | $1.73K | Buy |
+10
| New | +$1.73K | ﹤0.01% | 1043 |
|