SAM
Silvercrest Asset Management’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,950
| Closed | -$481K | – | 840 |
|
|
2024
Q4 | $481K | Buy |
1,950
+684
| +54% | +$169K | ﹤0.01% | 694 |
|
|
2024
Q3 | $298K | Buy |
+1,266
| New | +$298K | ﹤0.01% | 726 |
|
|
2020
Q1 | – | Sell |
-27,837
| Closed | -$3.06M | – | 713 |
|
|
2019
Q4 | $3.06M | Sell |
27,837
-1,182
| -4% | -$130K | 0.02% | 424 |
|
|
2019
Q3 | $2.76M | Buy |
+29,019
| New | +$2.76M | 0.02% | 429 |
|