Allworth Financial’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 | $56.1K | Buy |
2,328
+11
| +0.5% | +$299 | ﹤0.01% | 2234 |
|
|
2025
Q4 | $82.1K | Buy |
2,317
+1,186
| +105% | +$42.2K | ﹤0.01% | 1870 |
|
|
2025
Q3 | $34.6K | Buy |
1,131
+720
| +175% | +$21.6K | ﹤0.01% | 2366 |
|
|
2025
Q2 | $12.3K | Buy |
411
+18
| +5% | +$540 | ﹤0.01% | 2796 |
|
|
2025
Q1 | $12.1K | Buy |
393
+10
| +3% | +$327 | ﹤0.01% | 2343 |
|
|
2024
Q4 | $12.6K | Buy |
383
+312
| +439% | +$11.2K | ﹤0.01% | 2343 |
|
|
2024
Q3 | $2.42K | Hold |
71
| – | – | ﹤0.01% | 2885 |
|
|
2024
Q2 | $2.5K | Sell |
71
-805
| -92% | -$26.4K | ﹤0.01% | 2823 |
|
|
2024
Q1 | $35K | Buy |
876
+820
| +1,464% | +$28.4K | ﹤0.01% | 1464 |
|
|
2023
Q4 | $2.1K | Sell |
56
-12
| -18% | -$469 | ﹤0.01% | 2663 |
|
|
2023
Q3 | $3.1K | Buy |
68
+3
| +5% | +$144 | ﹤0.01% | 2340 |
|
|
2023
Q2 | $3.09K | Hold |
65
| – | – | ﹤0.01% | 2304 |
|
|
2023
Q1 | $2.88K | Hold |
65
| – | – | ﹤0.01% | 2256 |
|
|
2022
Q4 | $2.12K | Sell |
65
-4
| -6% | -$158 | ﹤0.01% | 2226 |
|
|
2022
Q3 | $3K | Sell |
69
-4
| -5% | -$194 | ﹤0.01% | 2001 |
|
|
2022
Q2 | $3K | Sell |
73
-203
| -74% | -$10.2K | ﹤0.01% | 1869 |
|
|
2022
Q1 | $17K | Buy |
276
+211
| +325% | +$12K | ﹤0.01% | 1310 |
|
|
2021
Q4 | $4K | Sell |
65
-140
| -68% | -$11.6K | ﹤0.01% | 1581 |
|
|
2021
Q3 | $19K | Hold |
205
| – | – | ﹤0.01% | 1044 |
|
|
2021
Q2 | $28K | Hold |
205
| – | – | ﹤0.01% | 765 |
|
|
2021
Q1 | $27K | Sell |
205
-150
| -42% | -$26.5K | ﹤0.01% | 711 |
|
|
2020
Q4 | $58K | Buy |
355
+55
| +18% | +$6.16K | ﹤0.01% | 446 |
|
|
2020
Q3 | $19K | Hold |
300
| – | – | ﹤0.01% | 575 |
|
|
2020
Q2 | $15K | Buy |
+300
| New | +$14.6K | ﹤0.01% | 638 |
|
Other funds holding APPN
VPM
RFM
FP
LECM
VCM
