Zurich Cantonal Bank’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.51M | Buy |
+9,563
| New | +$1.81M | ﹤0.01% | 1195 |
|
|
2025
Q4 | – | Sell |
-4,465
| Closed | -$1.06M | – | 2615 |
|
|
2025
Q3 | $1.23M | Sell |
4,465
-1,168
| -21% | -$315K | ﹤0.01% | 1165 |
|
|
2025
Q2 | $1.3M | Sell |
5,633
-109
| -2% | -$23.8K | ﹤0.01% | 1098 |
|
|
2025
Q1 | $1.26M | Buy |
5,742
+315
| +6% | +$72.3K | ﹤0.01% | 1036 |
|
|
2024
Q4 | $1.34M | Buy |
5,427
+767
| +16% | +$180K | ﹤0.01% | 1054 |
|
|
2024
Q3 | $1.1M | Sell |
4,660
-1,616
| -26% | -$378K | ﹤0.01% | 1080 |
|
|
2024
Q2 | $1.53M | Buy |
6,276
+2,268
| +57% | +$528K | 0.01% | 847 |
|
|
2024
Q1 | $989K | Sell |
4,008
-361
| -8% | -$77.8K | ﹤0.01% | 1069 |
|
|
2023
Q4 | $757K | Buy |
4,369
+648
| +17% | +$121K | ﹤0.01% | 1224 |
|
|
2023
Q3 | $680K | Buy |
3,721
+636
| +21% | +$115K | ﹤0.01% | 1212 |
|
|
2023
Q2 | $531K | Hold |
3,085
| – | – | ﹤0.01% | 1306 |
|
|
2023
Q1 | $384K | Buy |
3,085
+253
| +9% | +$30.5K | ﹤0.01% | 1454 |
|
|
2022
Q4 | $298K | Buy |
2,832
+431
| +18% | +$47.9K | ﹤0.01% | 1573 |
|
|
2022
Q3 | $251K | Hold |
2,401
| – | – | ﹤0.01% | 1613 |
|
|
2022
Q2 | $218K | Hold |
2,401
| – | – | ﹤0.01% | 1734 |
|
|
2022
Q1 | $272K | Hold |
2,401
| – | – | ﹤0.01% | 1707 |
|
|
2021
Q4 | $291K | Buy |
2,401
+634
| +36% | +$80.3K | ﹤0.01% | 1827 |
|
|
2021
Q3 | $213K | Hold |
1,767
| – | – | ﹤0.01% | 1884 |
|
|
2021
Q2 | $250K | Hold |
1,767
| – | – | ﹤0.01% | 1666 |
|
|
2021
Q1 | $250K | Hold |
1,767
| – | – | ﹤0.01% | 1658 |
|
|
2020
Q4 | $318K | Hold |
1,767
| – | – | ﹤0.01% | 1559 |
|
|
2020
Q3 | $251K | Hold |
1,767
| – | – | ﹤0.01% | 1442 |
|
|
2020
Q2 | $288K | Buy |
1,767
+896
| +103% | +$117K | ﹤0.01% | 1297 |
|
|
2020
Q1 | $97K | Hold |
871
| – | – | ﹤0.01% | 1620 |
|
|
2019
Q4 | $96K | Hold |
871
| – | – | ﹤0.01% | 1735 |
|
|
2019
Q3 | $83K | Buy |
871
+170
| +24% | +$16.9K | ﹤0.01% | 1716 |
|
|
2019
Q2 | $72K | Buy |
+701
| New | +$66.2K | ﹤0.01% | 1826 |
|
Other funds holding APPF
VPM
VCM
ACM
NCM
