AWM
Activest Wealth Management’s Appian APPN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Hold |
0
| – | – | – | 1072 |
|
2025
Q1 | – | Sell |
-103
| Closed | -$3.41K | – | 1069 |
|
2024
Q4 | $3.41K | Hold |
103
| – | – | ﹤0.01% | 398 |
|
2024
Q3 | $3.53K | Hold |
103
| – | – | ﹤0.01% | 391 |
|
2024
Q2 | $3.19K | Hold |
103
| – | – | ﹤0.01% | 373 |
|
2024
Q1 | $4.13K | Hold |
103
| – | – | ﹤0.01% | 272 |
|
2023
Q4 | $3.89K | Buy |
103
+39
| +61% | +$1.47K | ﹤0.01% | 244 |
|
2023
Q3 | $2.92K | Hold |
64
| – | – | ﹤0.01% | 252 |
|
2023
Q2 | $15.2K | Hold |
64
| – | – | 0.01% | 142 |
|
2023
Q1 | $2.71K | Hold |
64
| – | – | ﹤0.01% | 239 |
|
2022
Q4 | $2.08K | Hold |
64
| – | – | ﹤0.01% | 402 |
|
2022
Q3 | $3K | Hold |
64
| – | – | ﹤0.01% | 373 |
|
2022
Q2 | $3K | Hold |
64
| – | – | ﹤0.01% | 287 |
|
2022
Q1 | $4K | Hold |
64
| – | – | ﹤0.01% | 268 |
|
2021
Q4 | $4K | Hold |
64
| – | – | ﹤0.01% | 265 |
|
2021
Q3 | $6K | Hold |
64
| – | – | ﹤0.01% | 265 |
|
2021
Q2 | $9K | Hold |
64
| – | – | 0.01% | 203 |
|
2021
Q1 | $9K | Buy |
+64
| New | +$9K | 0.01% | 195 |
|