Advisory Services Network’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 | $8.49K | Buy |
+352
| New | +$9.55K | ﹤0.01% | 3640 |
|
|
2025
Q4 | – | Sell |
-383
| Closed | -$11.7K | – | 1921 |
|
|
2025
Q3 | $11.7K | Buy |
+383
| New | +$11.5K | ﹤0.01% | 3219 |
|
|
2024
Q1 | – | Sell |
-511
| Closed | -$19.2K | – | 1556 |
|
|
2023
Q4 | $19.2K | Buy |
+511
| New | +$20K | ﹤0.01% | 2552 |
|
|
2023
Q2 | – | Sell |
-1,584
| Closed | -$70.3K | – | 1542 |
|
|
2023
Q1 | $70.3K | Sell |
1,584
-117
| -7% | -$4.73K | ﹤0.01% | 1835 |
|
|
2022
Q4 | $55.4K | Sell |
1,701
-18,958
| -92% | -$748K | ﹤0.01% | 1924 |
|
|
2022
Q3 | $844K | Sell |
20,659
-1,017
| -5% | -$49.3K | 0.03% | 605 |
|
|
2022
Q2 | $1.03M | Sell |
21,676
-5,381
| -20% | -$270K | 0.04% | 550 |
|
|
2022
Q1 | $1.65M | Sell |
27,057
-479
| -2% | -$27.2K | 0.05% | 459 |
|
|
2021
Q4 | $1.8M | Buy |
27,536
+616
| +2% | +$51.2K | 0.05% | 435 |
|
|
2021
Q3 | $2.49M | Buy |
26,920
+200
| +0.7% | +$22.2K | 0.08% | 317 |
|
|
2021
Q2 | $3.68M | Sell |
26,720
-314
| -1% | -$35.7K | 0.12% | 224 |
|
|
2021
Q1 | $3.59M | Buy |
27,034
+6,184
| +30% | +$1.09M | 0.13% | 197 |
|
|
2020
Q4 | $3.38M | Buy |
20,850
+19,840
| +1,964% | +$2.22M | 0.14% | 188 |
|
|
2020
Q3 | $65K | Buy |
+1,010
| New | +$54.7K | ﹤0.01% | 1452 |
|
|
2020
Q2 | – | Sell |
-834
| Closed | -$34K | – | 1137 |
|
|
2020
Q1 | $34K | Buy |
834
+400
| +92% | +$18.6K | ﹤0.01% | 1562 |
|
|
2019
Q4 | $17K | Buy |
434
+234
| +117% | +$10.1K | ﹤0.01% | 2093 |
|
|
2019
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 2276 |
|
|
2019
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 2274 |
|
|
2019
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 1964 |
|
|
2018
Q4 | $5K | Buy |
+200
| New | +$5.34K | ﹤0.01% | 1999 |
|
Other funds holding APPN
VPM
RFM
FP
LECM
VCM