Blue Bell Private 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 | $448 | Hold |
15
| – | – | ﹤0.01% | 707 |
|
|
2025
Q1 | $432 | Buy |
+15
| New | +$432 | ﹤0.01% | 700 |
|
|
2022
Q4 | – | Sell |
-30
| Closed | -$1K | – | 688 |
|
|
2022
Q3 | $1K | Sell |
30
-40
| -57% | -$1.33K | ﹤0.01% | 636 |
|
|
2022
Q2 | $3K | Buy |
70
+40
| +133% | +$1.71K | ﹤0.01% | 574 |
|
|
2022
Q1 | $2K | Sell |
30
-50
| -63% | -$3.33K | ﹤0.01% | 660 |
|
|
2021
Q4 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 520 |
|