Current Value of Holding

$0

Shares

0

% of Portfolio

0.00%

Average Buy Price

$268

Avg closing price
Price range

13 Ray Dalio Appfolio Trades

The first Appfolio trade was made in Q2 2023. Since then Ray Dalio bought shares six more times and sold shares on six occasions. The investor completely sold their stake between Q1 2026 and Q2 2026.

Avg closing price
Price range
Sold -18.3k shares Q2 2026
Avg closing price $159.53
Price range $143.34 - $179.30
Sold 57.0% shares (-24.2k shares) Q1 2026
Avg closing price $196.57
Price range $155.68 - $234.82
Increased shares by 4.5% (+1.84k shares) Q4 2025
Avg closing price $237.50
Price range $221.31 - $262.26
New holding (+40.6k shares) Q3 2025
Avg closing price $269.70
Price range $229.81 - $321.25
Sold -46.4k shares Q2 2025
Avg closing price $217.99
Price range $192.02 - $234.65
Sold 40.0% shares (-30.9k shares) Q1 2025
Avg closing price $229.95
Price range $206.66 - $260.64
Increased shares by 2.9% (+2.16k shares) Q4 2024
Avg closing price $234.93
Price range $192.07 - $269.26
Increased shares by 15.0% (+9.8k shares) Q3 2024
Avg closing price $234.19
Price range $204.33 - $270.02
Sold 8.2% shares (-5.86k shares) Q2 2024
Avg closing price $232.98
Price range $208.50 - $249.87
Increased shares by 346.0% (+55.2k shares) Q1 2024
Avg closing price $215.65
Price range $164.35 - $248.71
Increased shares by 10.1% (+1.46k shares) Q4 2023
Avg closing price $187.35
Price range $173.16 - $210.98
Sold 11.3% shares (-1.84k shares) Q3 2023
Avg closing price $181.36
Price range $164.69 - $196.84
New holding (+16.4k shares) Q2 2023
Avg closing price $145.62
Price range $123.14 - $175.65

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