Carson Wealth (CWM LLC)’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
7,275
-513
| -7% | -$15.3K | ﹤0.01% | 2104 |
|
|
2025
Q1 | $224K | Buy |
7,788
+6,797
| +686% | +$195K | ﹤0.01% | 1840 |
|
|
2024
Q4 | $33K | Sell |
991
-521
| -34% | -$17.3K | ﹤0.01% | 3091 |
|
|
2024
Q3 | $52K | Buy |
1,512
+13
| +0.9% | +$447 | ﹤0.01% | 2650 |
|
|
2024
Q2 | $46K | Buy |
1,499
+139
| +10% | +$4.27K | ﹤0.01% | 2517 |
|
|
2024
Q1 | $54K | Buy |
1,360
+45
| +3% | +$1.79K | ﹤0.01% | 2234 |
|
|
2023
Q4 | $50K | Sell |
1,315
-4
| -0.3% | -$152 | ﹤0.01% | 2177 |
|
|
2023
Q3 | $60K | Hold |
1,319
| – | – | ﹤0.01% | 1952 |
|
|
2023
Q2 | $63K | Sell |
1,319
-88
| -6% | -$4.2K | ﹤0.01% | 1823 |
|
|
2023
Q1 | $62K | Sell |
1,407
-93
| -6% | -$4.1K | ﹤0.01% | 1748 |
|
|
2022
Q4 | $49K | Buy |
1,500
+170
| +13% | +$5.55K | ﹤0.01% | 1741 |
|
|
2022
Q3 | $54K | Sell |
1,330
-500
| -27% | -$20.3K | ﹤0.01% | 1621 |
|
|
2022
Q2 | $87K | Sell |
1,830
-422
| -19% | -$20.1K | ﹤0.01% | 1368 |
|
|
2022
Q1 | $137K | Buy |
2,252
+2
| +0.1% | +$122 | ﹤0.01% | 1199 |
|
|
2021
Q4 | $147K | Buy |
+2,250
| New | +$147K | ﹤0.01% | 1152 |
|
|
2021
Q2 | $336K | Hold |
2,438
| – | – | ﹤0.01% | 759 |
|
|
2021
Q1 | $336K | Hold |
2,438
| – | – | ﹤0.01% | 759 |
|
|
2020
Q4 | $336K | Hold |
2,438
| – | – | ﹤0.01% | 759 |
|
|
2020
Q3 | $336K | Hold |
2,438
| – | – | ﹤0.01% | 759 |
|
|
2020
Q2 | $336K | Hold |
2,438
| – | – | ﹤0.01% | 759 |
|
|
2020
Q1 | $336K | Hold |
2,438
| – | – | ﹤0.01% | 759 |
|
|
2019
Q4 | $336K | Hold |
2,438
| – | – | ﹤0.01% | 759 |
|
|
2019
Q3 | $336K | Hold |
2,438
| – | – | ﹤0.01% | 759 |
|
|
2019
Q2 | $336K | Hold |
2,438
| – | – | ﹤0.01% | 759 |
|
|
2019
Q1 | $336K | Buy |
+2,438
| New | +$336K | ﹤0.01% | 759 |
|