Baldwin Wealth Partners’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-500
| Closed | -$17.1K | – | 279 |
|
|
2024
Q3 | $17.1K | Hold |
500
| – | – | ﹤0.01% | 721 |
|
|
2024
Q2 | $15.4K | Hold |
500
| – | – | ﹤0.01% | 499 |
|
|
2024
Q1 | $20K | Sell |
500
-1,500
| -75% | -$59.9K | ﹤0.01% | 492 |
|
|
2023
Q4 | $75.3K | Hold |
2,000
| – | – | 0.01% | 313 |
|
|
2023
Q3 | $91.2K | Hold |
2,000
| – | – | 0.01% | 306 |
|
|
2023
Q2 | $95.2K | Hold |
2,000
| – | – | 0.01% | 327 |
|
|
2023
Q1 | $88.8K | Hold |
2,000
| – | – | 0.01% | 339 |
|
|
2022
Q4 | $65.1K | Sell |
2,000
-400
| -17% | -$13K | 0.01% | 376 |
|
|
2022
Q3 | $98K | Hold |
2,400
| – | – | 0.01% | 244 |
|
|
2022
Q2 | $114K | Sell |
2,400
-500
| -17% | -$23.8K | 0.01% | 240 |
|
|
2022
Q1 | $176K | Hold |
2,900
| – | – | 0.02% | 222 |
|
|
2021
Q4 | $189K | Hold |
2,900
| – | – | 0.02% | 205 |
|
|
2021
Q3 | $268K | Hold |
2,900
| – | – | 0.03% | 176 |
|
|
2021
Q2 | $399K | Hold |
2,900
| – | – | 0.04% | 141 |
|
|
2021
Q1 | $385K | Buy |
2,900
+400
| +16% | +$53.1K | 0.05% | 129 |
|
|
2020
Q4 | $405K | Hold |
2,500
| – | – | 0.05% | 120 |
|
|
2020
Q3 | $162K | Hold |
2,500
| – | – | 0.02% | 174 |
|
|
2020
Q2 | $128K | Buy |
2,500
+500
| +25% | +$25.6K | 0.02% | 193 |
|
|
2020
Q1 | $80K | Hold |
2,000
| – | – | 0.01% | 223 |
|
|
2019
Q4 | $76K | Hold |
2,000
| – | – | 0.01% | 267 |
|
|
2019
Q3 | $95K | Hold |
2,000
| – | – | 0.01% | 234 |
|
|
2019
Q2 | $72K | Buy |
+2,000
| New | +$72K | 0.01% | 274 |
|