Activest Wealth Management’s Appian APPN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$96	Buy	+4	New	+$109	﹤0.01%	1150
2025 Q1	–	Sell	-103	Closed	-$3.37K	–	1059
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%	+$1.52K	﹤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	+$11.3K	0.01%	195