CAPTRUST Financial Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $268K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $47K | Buy |
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|
2022
Q1 | $56K | Sell |
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|
2021
Q4 | $81K | Sell |
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|
2021
Q3 | $188K | Buy |
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|
2021
Q2 | $248K | Sell |
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|
2021
Q1 | $261K | Sell |
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|
2020
Q4 | $319K | Buy |
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|
2020
Q3 | $111K | Buy |
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|
2020
Q2 | $66K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $117K | Buy |
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|
2019
Q2 | $46K | Buy |
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|
2019
Q1 | $5K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $4K | Buy |
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