Wellington Management Group’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
44,291
-10,966
| -20% | -$2.53M | ﹤0.01% | 1203 |
|
|
2025
Q1 | $12.2M | Sell |
55,257
-35,581
| -39% | -$7.82M | ﹤0.01% | 1147 |
|
|
2024
Q4 | $22.4M | Sell |
90,838
-6,291
| -6% | -$1.55M | ﹤0.01% | 944 |
|
|
2024
Q3 | $22.9M | Sell |
97,129
-8,053
| -8% | -$1.9M | ﹤0.01% | 914 |
|
|
2024
Q2 | $25.7M | Sell |
105,182
-18,461
| -15% | -$4.52M | ﹤0.01% | 885 |
|
|
2024
Q1 | $30.5M | Buy |
123,643
+16,068
| +15% | +$3.96M | 0.01% | 848 |
|
|
2023
Q4 | $18.6M | Buy |
+107,575
| New | +$18.6M | ﹤0.01% | 956 |
|
|
2023
Q1 | – | Sell |
-4,876
| Closed | -$514K | – | 1992 |
|
|
2022
Q4 | $514K | Buy |
+4,876
| New | +$514K | ﹤0.01% | 1804 |
|
|
2018
Q2 | – | Sell |
-7,700
| Closed | -$315K | – | 2225 |
|
|
2018
Q1 | $315K | Sell |
7,700
-26,116
| -77% | -$1.07M | ﹤0.01% | 2085 |
|
|
2017
Q4 | $1.4M | Buy |
33,816
+8,822
| +35% | +$366K | ﹤0.01% | 1806 |
|
|
2017
Q3 | $1.2M | Buy |
+24,994
| New | +$1.2M | ﹤0.01% | 1815 |
|