Caption 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
$2.4M Sell
80,472
-14,242
-15% -$425K 0.03% 126
2025
Q1
$2.73M Buy
+94,714
New +$2.73M 0.03% 94
2023
Q1
Hold
0
372
2022
Q4
Hold
0
445
2020
Q3
Sell
-47,846
Closed -$2.45M 356
2020
Q2
$2.45M Buy
+47,846
New +$2.45M 0.08% 56