Mission Wealth Management, LP Appfolio Inc Transaction History

Mission Wealth Management, LP

$4.1 Billion
Q3 2024

A detailed history of Mission Wealth Management, LP transactions in Appfolio Inc stock. As of the latest transaction made, Mission Wealth Management, LP holds 61,689 shares of APPF stock, worth $15.6 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

61,689

Previous 101,017 38.93%

Holding current value

$15.6 Million

Previous $24.7 Million 41.27%

% of portfolio

0.35%

Previous 0.66%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$204.33 - $270.02 $8.04 Million - $10.6 Million	-39,328 Reduced 38.93%	61,689 $14.5 Million
Q2 2024 Aug 02, 2024	BUY	$208.5 - $249.87 $12.1 Million - $14.5 Million	58,152 Added 135.66%	101,017 $24.7 Million
Q1 2024 Apr 30, 2024	BUY	$164.35 - $248.71 $838,185 - $1.27 Million	5,100 Added 13.5%	42,865 $10.6 Million
Q4 2023 Feb 05, 2024	SELL	$173.16 - $210.98 $1.56 Million - $1.9 Million	-9,000 Reduced 19.25%	37,765 $6.54 Million
Q2 2023 Aug 04, 2023	BUY	$123.14 - $175.65 $2.95 Million - $4.21 Million	23,951 Added 104.98%	46,765 $8.05 Million
Q1 2023 Apr 07, 2023	SELL	$106.01 - $132.06 $31,803 - $39,618	-300 Reduced 1.3%	22,814 $2.84 Million
Q4 2022 Feb 02, 2023	SELL	$95.48 - $125.37 $999,866 - $1.31 Million	-10,472 Reduced 31.18%	23,114 $2.44 Million
Q3 2022 Oct 12, 2022	BUY	$92.16 - $112.96 $798,842 - $979,137	8,668 Added 34.79%	33,586 $3.52 Million
Q1 2022 Apr 25, 2022	SELL	$107.29 - $124.99 $2,145 - $2,499	-20 Reduced 0.08%	24,918 $2.82 Million
Q4 2021 Feb 11, 2022	SELL	$115.72 - $136.66 $42,237 - $49,880	-365 Reduced 1.44%	24,938 $3.02 Million
Q3 2021 Nov 05, 2021	BUY	$118.1 - $143.05 $1.14 Million - $1.38 Million	9,660 Added 61.75%	25,303 $3.05 Million
Q2 2021 Aug 10, 2021	BUY	$123.17 - $149.13 $13,179 - $15,956	107 Added 0.69%	15,643 $2.21 Million
Q4 2020 Jan 19, 2021	BUY	$142.35 - $184.32 $525,271 - $680,140	3,690 Added 31.15%	15,536 $2.8 Million
Q3 2020 Oct 16, 2020	BUY	$136.12 - $174.73 $1.61 Million - $2.07 Million	11,846 New	11,846 $1.68 Million

Others Institutions Holding APPF

# of Institutions

406

Shares Held

18.5M

Call Options Held

95.2K

Put Options Held

53.8K

View Full List

About APPFOLIO INC

Ticker APPF
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 20,174,600
Market Cap $5.1B
Description
AppFolio, Inc., together with its subsidiaries, provides cloud business management solutions for the real estate industry. The company offers AppFolio Property Manager, a platform to leverage process automation, easy to use interface, and the optimization of common workflows for property management companies, as well as completes and records cri...

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Mission Wealth Management, LP Appfolio Inc Transaction History