Creative Planning Appfolio Inc Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Appfolio Inc stock. As of the latest transaction made, Creative Planning holds 991 shares of APPF stock, worth $227,949. This represents 0.0% of its overall portfolio holdings.

Number of Shares

991

Previous 2,142 53.73%

Holding current value

$227,949

Previous $523,000 55.45%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$204.33 - $270.02 $235,183 - $310,793	-1,151 Reduced 53.73%	991 $233,000
Q2 2024 Aug 15, 2024	BUY	$208.5 - $249.87 $180,769 - $216,637	867 Added 68.0%	2,142 $523,000
Q1 2024 May 10, 2024	BUY	$164.35 - $248.71 $209,546 - $317,105	1,275 New	1,275 $314,000
Q1 2021 Apr 30, 2021	SELL	$132.05 - $181.5 $534,670 - $734,893	-4,049 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$142.35 - $184.32 $6,975 - $9,031	49 Added 1.23%	4,049 $729,000
Q3 2020 Nov 05, 2020	SELL	$136.12 - $174.73 $337,033 - $432,631	-2,476 Reduced 38.23%	4,000 $567,000
Q2 2020 Jul 23, 2020	SELL	$87.17 - $173.1 $224,026 - $444,867	-2,570 Reduced 28.41%	6,476 $1.05 Million
Q1 2020 May 05, 2020	SELL	$84.99 - $144.9 $187,147 - $319,069	-2,202 Reduced 19.58%	9,046 $1 Million
Q4 2019 Jan 30, 2020	BUY	$86.46 - $115.27 $626,229 - $834,900	7,243 Added 180.85%	11,248 $1.24 Million
Q3 2019 Nov 01, 2019	SELL	$92.45 - $107.61 $108,628 - $126,441	-1,175 Reduced 22.68%	4,005 $381,000
Q2 2019 Jul 26, 2019	SELL	$78.56 - $107.7 $2,749 - $3,769	-35 Reduced 0.67%	5,180 $530,000
Q1 2019 Apr 24, 2019	BUY	$56.33 - $79.47 $50,133 - $70,728	890 Added 20.58%	5,215 $414,000
Q3 2018 Oct 25, 2018	BUY	$61.55 - $90.85 $9,232 - $13,627	150 Added 3.59%	4,325 $339,000
Q2 2018 Jul 20, 2018	BUY	$39.85 - $66.9 $166,373 - $279,307	4,175 New	4,175 $255,000

Others Institutions Holding APPF

# of Institutions

406

Shares Held

18.6M

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 $4.64B
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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Creative Planning Appfolio Inc Transaction History