Bank of Montreal’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 |
-135,194
| Closed | -$4.72M | – | 3169 |
|
|
2024
Q3 | $4.72M | Sell |
135,194
-683
| -0.5% | -$23.9K | ﹤0.01% | 1219 |
|
|
2024
Q2 | $4.21M | Sell |
135,877
-47,872
| -26% | -$1.48M | ﹤0.01% | 1205 |
|
|
2024
Q1 | $7.48M | Sell |
183,749
-238,502
| -56% | -$9.71M | ﹤0.01% | 971 |
|
|
2023
Q4 | $16.6M | Buy |
422,251
+274,860
| +186% | +$10.8M | 0.01% | 752 |
|
|
2023
Q3 | $6.88M | Buy |
147,391
+230
| +0.2% | +$10.7K | ﹤0.01% | 1013 |
|
|
2023
Q2 | $7.85M | Sell |
147,161
-1,668
| -1% | -$89K | ﹤0.01% | 993 |
|
|
2023
Q1 | $6.63M | Buy |
+148,829
| New | +$6.63M | ﹤0.01% | 1014 |
|
|
2021
Q2 | – | Sell |
-2,770
| Closed | -$375K | – | 3545 |
|
|
2021
Q1 | $375K | Sell |
2,770
-4,883
| -64% | -$661K | ﹤0.01% | 2461 |
|
|
2020
Q4 | $1.13M | Buy |
7,653
+3,396
| +80% | +$501K | ﹤0.01% | 1816 |
|
|
2020
Q3 | $298K | Buy |
4,257
+1,021
| +32% | +$71.5K | ﹤0.01% | 2193 |
|
|
2020
Q2 | $164K | Sell |
3,236
-2,138
| -40% | -$108K | ﹤0.01% | 2478 |
|
|
2020
Q1 | $188K | Buy |
5,374
+898
| +20% | +$31.4K | ﹤0.01% | 2089 |
|
|
2019
Q4 | $171K | Buy |
4,476
+1,564
| +54% | +$59.8K | ﹤0.01% | 2753 |
|
|
2019
Q3 | $138K | Sell |
2,912
-766
| -21% | -$36.3K | ﹤0.01% | 2665 |
|
|
2019
Q2 | $133K | Buy |
3,678
+2,603
| +242% | +$94.1K | ﹤0.01% | 2725 |
|
|
2019
Q1 | $37K | Sell |
1,075
-90
| -8% | -$3.1K | ﹤0.01% | 3057 |
|
|
2018
Q4 | $31K | Sell |
1,165
-200
| -15% | -$5.32K | ﹤0.01% | 3132 |
|
|
2018
Q3 | $45K | Sell |
1,365
-6,335
| -82% | -$209K | ﹤0.01% | 3120 |
|
|
2018
Q2 | $278K | Buy |
7,700
+7,340
| +2,039% | +$265K | ﹤0.01% | 2338 |
|
|
2018
Q1 | $9K | Hold |
360
| – | – | ﹤0.01% | 3497 |
|
|
2017
Q4 | $11K | Buy |
+360
| New | +$11K | ﹤0.01% | 3409 |
|