Ameritas Investment Partners’s Appian APPN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $124K | Hold |
4,169
| – | – | ﹤0.01% | 1603 |
|
2025
Q1 | $120K | Hold |
4,169
| – | – | ﹤0.01% | 1578 |
|
2024
Q4 | $137K | Hold |
4,169
| – | – | ﹤0.01% | 1569 |
|
2024
Q3 | $142K | Hold |
4,169
| – | – | ﹤0.01% | 1560 |
|
2024
Q2 | $129K | Hold |
4,169
| – | – | ﹤0.01% | 1572 |
|
2024
Q1 | $167K | Hold |
4,169
| – | – | 0.01% | 1416 |
|
2023
Q4 | $157K | Hold |
4,169
| – | – | 0.01% | 1441 |
|
2023
Q3 | $190K | Buy |
4,169
+689
| +20% | +$31.4K | 0.01% | 1210 |
|
2023
Q2 | $166K | Buy |
3,480
+306
| +10% | +$14.6K | 0.01% | 1252 |
|
2023
Q1 | $141K | Hold |
3,174
| – | – | 0.01% | 1302 |
|
2022
Q4 | $128K | Hold |
3,174
| – | – | 0.01% | 1416 |
|
2022
Q3 | $128K | Hold |
3,174
| – | – | 0.01% | 1320 |
|
2022
Q2 | $150K | Hold |
3,174
| – | – | 0.01% | 1233 |
|
2022
Q1 | $193K | Hold |
3,174
| – | – | 0.01% | 1210 |
|
2021
Q4 | $206K | Hold |
3,174
| – | – | 0.01% | 1219 |
|
2021
Q3 | $293K | Hold |
3,174
| – | – | 0.01% | 968 |
|
2021
Q2 | $437K | Buy |
3,174
+190
| +6% | +$26.2K | 0.02% | 827 |
|
2021
Q1 | $396K | Sell |
2,984
-87
| -3% | -$11.5K | 0.02% | 853 |
|
2020
Q4 | $497K | Sell |
3,071
-76
| -2% | -$12.3K | 0.02% | 770 |
|
2020
Q3 | $203K | Buy |
3,147
+70
| +2% | +$4.52K | 0.01% | 1025 |
|
2020
Q2 | $157K | Sell |
3,077
-157
| -5% | -$8.01K | 0.01% | 1125 |
|
2020
Q1 | $130K | Buy |
3,234
+306
| +10% | +$12.3K | 0.01% | 1122 |
|
2019
Q4 | $112K | Buy |
2,928
+317
| +12% | +$12.1K | 0.01% | 1441 |
|
2019
Q3 | $124K | Sell |
2,611
-140
| -5% | -$6.65K | 0.01% | 1341 |
|
2019
Q2 | $99K | Buy |
+2,751
| New | +$99K | ﹤0.01% | 1509 |
|