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Appfolio shares owned by Mission Wealth Management

Quarter-by-quarter ownership of Appfolio (APPF) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in Appfolio

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All positions including Appfolio held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Appfolio by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 62k 235.40
2024-06-30 $25M 101k 244.57
2024-03-31 $11M 43k 246.74
2023-12-31 $6.5M 38k 173.24
2023-09-30 $8.5M 47k 182.63
2023-06-30 $8.1M 47k 172.14
2023-03-31 $2.8M 23k 124.48
2022-12-31 $2.4M 23k 105.38
2022-09-30 $3.5M 34k 104.72
2022-06-30 $2.3M 25k 90.66
2022-03-31 $2.8M 25k 113.21
2021-12-31 $3.0M 25k 121.06
2021-09-30 $3.0M 25k 120.38
2021-06-30 $2.2M 16k 141.21
2021-03-31 $2.2M 16k 141.41
2020-12-31 $2.8M 16k 180.03
2020-09-30 $1.7M 12k 141.82