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Somerset Trust’s AppFolio APPF Stock Holding History

Somerset Trust’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$254K Buy
1,105
+69
+7% +$15.9K 0.08% 164
2025
Q1 		$228K Buy
1,036
+213
+26% +$46.8K 0.08% 157
2024
Q4 		$203K Buy
+823
New +$203K 0.08% 152