Advisornet Financial’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10
| Closed | -$330 | – | 2152 |
|
|
2024
Q4 | $330 | Hold |
10
| – | – | ﹤0.01% | 1819 |
|
|
2024
Q3 | $341 | Hold |
10
| – | – | ﹤0.01% | 2048 |
|
|
2024
Q2 | $309 | Hold |
10
| – | – | ﹤0.01% | 1978 |
|
|
2024
Q1 | $400 | Hold |
10
| – | – | ﹤0.01% | 1905 |
|
|
2023
Q4 | $377 | Hold |
10
| – | – | ﹤0.01% | 2175 |
|
|
2023
Q3 | $456 | Hold |
10
| – | – | ﹤0.01% | 2003 |
|
|
2023
Q2 | $476 | Hold |
10
| – | – | ﹤0.01% | 2062 |
|
|
2023
Q1 | $444 | Sell |
10
-11
| -52% | -$488 | ﹤0.01% | 2095 |
|
|
2022
Q4 | $684 | Buy |
21
+3
| +17% | +$98 | ﹤0.01% | 1945 |
|
|
2022
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1713 |
|
|
2022
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1753 |
|
|
2022
Q1 | $1K | Sell |
18
-1,250
| -99% | -$69.4K | ﹤0.01% | 1829 |
|
|
2021
Q4 | $83K | Buy |
1,268
+60
| +5% | +$3.93K | 0.01% | 863 |
|
|
2021
Q3 | $112K | Hold |
1,208
| – | – | 0.01% | 744 |
|
|
2021
Q2 | $166K | Sell |
1,208
-200
| -14% | -$27.5K | 0.01% | 639 |
|
|
2021
Q1 | $187K | Buy |
1,408
+200
| +17% | +$26.6K | 0.01% | 573 |
|
|
2020
Q4 | $196K | Hold |
1,208
| – | – | 0.02% | 510 |
|
|
2020
Q3 | $78K | Sell |
1,208
-208
| -15% | -$13.4K | 0.01% | 737 |
|
|
2020
Q2 | $73K | Hold |
1,416
| – | – | 0.01% | 755 |
|
|
2020
Q1 | $57K | Buy |
1,416
+1,200
| +556% | +$48.3K | 0.01% | 751 |
|
|
2019
Q4 | $8K | Buy |
+216
| New | +$8K | ﹤0.01% | 1419 |
|
|
2019
Q3 | – | Sell |
-5
| Closed | – | – | 1832 |
|
|
2019
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1675 |
|
|
2018
Q2 | – | Sell |
-2,000
| Closed | -$50K | – | 1568 |
|
|
2018
Q1 | $50K | Buy |
+2,000
| New | +$50K | 0.01% | 693 |
|