UBS AM’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8M | Buy |
94,459
+21,734
| +30% | +$5M | ﹤0.01% | 1022 |
|
|
2025
Q1 | $16M | Sell |
72,725
-45,494
| -38% | -$10M | ﹤0.01% | 1050 |
|
|
2024
Q4 | $29.2M | Buy |
118,219
+502
| +0.4% | +$124K | 0.01% | 809 |
|
|
2024
Q3 | $27.7M | Buy |
117,717
+841
| +0.7% | +$198K | 0.01% | 828 |
|
|
2024
Q2 | $28.6M | Buy |
116,876
+32,368
| +38% | +$7.92M | 0.01% | 763 |
|
|
2024
Q1 | $20.9M | Buy |
84,508
+4,152
| +5% | +$1.02M | 0.01% | 782 |
|
|
2023
Q4 | $13.9M | Buy |
80,356
+61,835
| +334% | +$10.7M | 0.01% | 880 |
|
|
2023
Q3 | $3.38M | Sell |
18,521
-1,225
| -6% | -$224K | ﹤0.01% | 1381 |
|
|
2023
Q2 | $2.46M | Hold |
19,746
| – | – | ﹤0.01% | 1554 |
|
|
2023
Q1 | $2.46M | Buy |
19,746
+1,239
| +7% | +$154K | ﹤0.01% | 1554 |
|
|
2022
Q4 | $1.95M | Buy |
18,507
+1,765
| +11% | +$186K | ﹤0.01% | 1537 |
|
|
2022
Q3 | $1.75M | Sell |
16,742
-3,955
| -19% | -$414K | ﹤0.01% | 1671 |
|
|
2022
Q2 | $1.88M | Buy |
20,697
+500
| +2% | +$45.3K | ﹤0.01% | 1647 |
|
|
2022
Q1 | $2.29M | Hold |
20,197
| – | – | ﹤0.01% | 1737 |
|
|
2021
Q4 | $2.45M | Buy |
20,197
+383
| +2% | +$46.4K | ﹤0.01% | 1772 |
|
|
2021
Q3 | $2.39M | Hold |
19,814
| – | – | ﹤0.01% | 1753 |
|
|
2021
Q2 | $2.8M | Buy |
19,814
+1,443
| +8% | +$204K | ﹤0.01% | 1697 |
|
|
2021
Q1 | $2.6M | Hold |
18,371
| – | – | ﹤0.01% | 1645 |
|
|
2020
Q4 | $3.31M | Buy |
18,371
+281
| +2% | +$50.6K | ﹤0.01% | 1472 |
|
|
2020
Q3 | $2.57M | Buy |
18,090
+4,234
| +31% | +$600K | ﹤0.01% | 1445 |
|
|
2020
Q2 | $2.25M | Buy |
13,856
+2,520
| +22% | +$410K | ﹤0.01% | 1471 |
|
|
2020
Q1 | $1.26M | Buy |
11,336
+498
| +5% | +$55.3K | ﹤0.01% | 1605 |
|
|
2019
Q4 | $1.19M | Buy |
10,838
+355
| +3% | +$39K | ﹤0.01% | 1833 |
|
|
2019
Q3 | $997K | Buy |
10,483
+1,689
| +19% | +$161K | ﹤0.01% | 1954 |
|
|
2019
Q2 | $899K | Buy |
+8,794
| New | +$899K | ﹤0.01% | 1938 |
|