Bartlett & Co Wealth Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4K | Hold |
750
| – | – | ﹤0.01% | 795 |
|
|
2025
Q1 | $21.6K | Hold |
750
| – | – | ﹤0.01% | 803 |
|
|
2024
Q4 | $24.7K | Hold |
750
| – | – | ﹤0.01% | 776 |
|
|
2024
Q3 | $25.6K | Hold |
750
| – | – | ﹤0.01% | 774 |
|
|
2024
Q2 | $23.1K | Hold |
750
| – | – | ﹤0.01% | 799 |
|
|
2024
Q1 | $30K | Hold |
750
| – | – | ﹤0.01% | 752 |
|
|
2023
Q4 | $29.2K | Hold |
750
| – | – | ﹤0.01% | 800 |
|
|
2023
Q3 | $34.2K | Hold |
750
| – | – | ﹤0.01% | 723 |
|
|
2023
Q2 | $35.7K | Hold |
750
| – | – | ﹤0.01% | 720 |
|
|
2023
Q1 | $33.3K | Hold |
750
| – | – | ﹤0.01% | 630 |
|
|
2022
Q4 | $24.4K | Hold |
750
| – | – | ﹤0.01% | 684 |
|
|
2022
Q3 | $30.6K | Hold |
750
| – | – | ﹤0.01% | 644 |
|
|
2022
Q2 | $35.5K | Hold |
750
| – | – | ﹤0.01% | 632 |
|
|
2022
Q1 | $35.5K | Buy |
+750
| New | +$35.5K | ﹤0.01% | 644 |
|