Algert Global’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
73,684
-4,550
| -6% | -$136K | 0.05% | 603 |
|
|
2025
Q1 | $2.25M | Buy |
78,234
+13,840
| +21% | +$399K | 0.06% | 566 |
|
|
2024
Q4 | $2.12M | Buy |
64,394
+14,319
| +29% | +$472K | 0.05% | 583 |
|
|
2024
Q3 | $1.71M | Sell |
50,075
-188
| -0.4% | -$6.42K | 0.05% | 614 |
|
|
2024
Q2 | $1.55M | Buy |
50,263
+3,614
| +8% | +$112K | 0.05% | 545 |
|
|
2024
Q1 | $1.86M | Buy |
46,649
+40,088
| +611% | +$1.6M | 0.07% | 433 |
|
|
2023
Q4 | $247K | Sell |
6,561
-21,650
| -77% | -$815K | 0.01% | 983 |
|
|
2023
Q3 | $1.29M | Hold |
28,211
| – | – | 0.06% | 510 |
|
|
2023
Q2 | $1.34M | Hold |
28,211
| – | – | 0.06% | 550 |
|
|
2023
Q1 | $1.25M | Buy |
+28,211
| New | +$1.25M | 0.06% | 545 |
|
|
2022
Q2 | – | Sell |
-5,822
| Closed | -$354K | – | 1204 |
|
|
2022
Q1 | $354K | Buy |
+5,822
| New | +$354K | 0.02% | 924 |
|
|
2021
Q4 | – | Sell |
-2,205
| Closed | -$204K | – | 960 |
|
|
2021
Q3 | $204K | Buy |
+2,205
| New | +$204K | 0.03% | 915 |
|