AFAS
Acorn Financial Advisory Services’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27,452
| Closed | -$905K | – | 190 |
|
|
2024
Q4 | $905K | Hold |
27,452
| – | – | 0.15% | 74 |
|
|
2024
Q3 | $937K | Sell |
27,452
-4,202
| -13% | -$143K | 0.17% | 68 |
|
|
2024
Q2 | $977K | Sell |
31,654
-1,082
| -3% | -$33.4K | 0.18% | 68 |
|
|
2024
Q1 | $1.31M | Hold |
32,736
| – | – | 0.25% | 52 |
|
|
2023
Q4 | $1.23M | Buy |
32,736
+3,764
| +13% | +$142K | 0.22% | 71 |
|
|
2023
Q3 | $1.32M | Hold |
28,972
| – | – | 0.24% | 62 |
|
|
2023
Q2 | $1.38M | Buy |
28,972
+10,827
| +60% | +$515K | 0.24% | 56 |
|
|
2023
Q1 | $805K | Buy |
18,145
+419
| +2% | +$18.6K | 0.16% | 94 |
|
|
2022
Q4 | $577K | Sell |
17,726
-14,880
| -46% | -$484K | 0.12% | 111 |
|
|
2022
Q3 | $1.33M | Hold |
32,606
| – | – | 0.32% | 44 |
|
|
2022
Q2 | $1.54M | Hold |
32,606
| – | – | 0.37% | 43 |
|
|
2022
Q1 | $1.98M | Buy |
32,606
+3,000
| +10% | +$182K | 0.4% | 35 |
|
|
2021
Q4 | $1.93M | Buy |
29,606
+400
| +1% | +$26.1K | 0.39% | 42 |
|
|
2021
Q3 | $2.7M | Hold |
29,206
| – | – | 0.84% | 24 |
|
|
2021
Q2 | $4.02M | Buy |
29,206
+15,700
| +116% | +$2.16M | 1.19% | 15 |
|
|
2021
Q1 | $1.8M | Buy |
13,506
+4,095
| +44% | +$545K | 0.66% | 34 |
|
|
2020
Q4 | $1.53M | Sell |
9,411
-1,500
| -14% | -$243K | 0.6% | 41 |
|
|
2020
Q3 | $706K | Hold |
10,911
| – | – | 0.37% | 80 |
|
|
2020
Q2 | $559K | Hold |
10,911
| – | – | 0.39% | 91 |
|
|
2020
Q1 | $439K | Buy |
+10,911
| New | +$439K | 0.43% | 85 |
|