Wellington Management Group’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $10.2M | Sell |
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|
2025
Q1 | $12.2M | Sell |
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|
2024
Q4 | $22.4M | Sell |
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|
2024
Q3 | $22.9M | Sell |
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|
2024
Q2 | $25.7M | Sell |
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|
2024
Q1 | $30.5M | Buy |
|
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|
2023
Q4 | $18.6M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $514K | Buy |
|
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $315K | Sell |
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|
2017
Q4 | $1.4M | Buy |
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|
2017
Q3 | $1.2M | Buy |
|