Verdence Capital Advisors’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Buy |
4,195
+1,302
| +45% | +$300K | 0.07% | 268 |
|
|
2025
Q1 | $636K | Buy |
2,893
+10
| +0.3% | +$2.2K | 0.05% | 319 |
|
|
2024
Q4 | $711K | Buy |
2,883
+741
| +35% | +$183K | 0.06% | 303 |
|
|
2024
Q3 | $504K | Buy |
2,142
+320
| +18% | +$75.3K | 0.04% | 372 |
|
|
2024
Q2 | $446K | Sell |
1,822
-519
| -22% | -$127K | 0.04% | 369 |
|
|
2024
Q1 | $578K | Buy |
2,341
+227
| +11% | +$56K | 0.05% | 326 |
|
|
2023
Q4 | $366K | Buy |
2,114
+55
| +3% | +$9.53K | 0.04% | 406 |
|
|
2023
Q3 | $376K | Buy |
2,059
+139
| +7% | +$25.4K | 0.04% | 378 |
|
|
2023
Q2 | $331K | Sell |
1,920
-223
| -10% | -$38.4K | 0.04% | 390 |
|
|
2023
Q1 | $267K | Buy |
+2,143
| New | +$267K | 0.03% | 456 |
|