Benjamin Edwards Inc’s Appian APPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$388K Sell
13,000
-1,500
-10% -$44.8K ﹤0.01% 925
2025
Q1
$418K Hold
14,500
0.01% 840
2024
Q4
$478K Buy
14,500
+2,000
+16% +$66K 0.01% 828
2024
Q3
$427K Buy
+12,500
New +$427K 0.01% 839