Charles Schwab’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
345,538
+4,499
| +1% | +$134K | ﹤0.01% | 1997 |
|
|
2025
Q1 | $9.83M | Sell |
341,039
-7,893
| -2% | -$227K | ﹤0.01% | 1959 |
|
|
2024
Q4 | $11.5M | Buy |
348,932
+14,085
| +4% | +$465K | ﹤0.01% | 1953 |
|
|
2024
Q3 | $11.4M | Buy |
334,847
+3,817
| +1% | +$130K | ﹤0.01% | 1967 |
|
|
2024
Q2 | $10.2M | Buy |
331,030
+1,429
| +0.4% | +$44.1K | ﹤0.01% | 2040 |
|
|
2024
Q1 | $13.2M | Buy |
329,601
+4,313
| +1% | +$172K | ﹤0.01% | 1841 |
|
|
2023
Q4 | $12.3M | Buy |
325,288
+5,538
| +2% | +$209K | ﹤0.01% | 1879 |
|
|
2023
Q3 | $14.6M | Buy |
319,750
+9,900
| +3% | +$452K | ﹤0.01% | 1701 |
|
|
2023
Q2 | $14.7M | Buy |
309,850
+7,557
| +2% | +$360K | ﹤0.01% | 1696 |
|
|
2023
Q1 | $13.4M | Buy |
302,293
+187
| +0.1% | +$8.3K | ﹤0.01% | 1729 |
|
|
2022
Q4 | $9.84M | Buy |
302,106
+6,332
| +2% | +$206K | ﹤0.01% | 1866 |
|
|
2022
Q3 | $12.1M | Buy |
295,774
+7,513
| +3% | +$307K | ﹤0.01% | 1714 |
|
|
2022
Q2 | $13.7M | Buy |
288,261
+1,143
| +0.4% | +$54.1K | ﹤0.01% | 1655 |
|
|
2022
Q1 | $17.5M | Buy |
287,118
+7,481
| +3% | +$455K | 0.01% | 1651 |
|
|
2021
Q4 | $18.2M | Buy |
279,637
+5,265
| +2% | +$343K | 0.01% | 1652 |
|
|
2021
Q3 | $25.4M | Sell |
274,372
-11,058
| -4% | -$1.02M | 0.01% | 1371 |
|
|
2021
Q2 | $39.3M | Buy |
285,430
+13,104
| +5% | +$1.81M | 0.01% | 1047 |
|
|
2021
Q1 | $36.2M | Buy |
272,326
+27,332
| +11% | +$3.63M | 0.01% | 1049 |
|
|
2020
Q4 | $39.7M | Buy |
244,994
+4,515
| +2% | +$732K | 0.02% | 927 |
|
|
2020
Q3 | $15.6M | Buy |
240,479
+12,687
| +6% | +$822K | 0.01% | 1378 |
|
|
2020
Q2 | $11.7M | Buy |
227,792
+15,226
| +7% | +$780K | 0.01% | 1548 |
|
|
2020
Q1 | $8.55M | Buy |
212,566
+3,164
| +2% | +$127K | 0.01% | 1539 |
|
|
2019
Q4 | $8M | Buy |
209,402
+12,383
| +6% | +$473K | ﹤0.01% | 1771 |
|
|
2019
Q3 | $9.36M | Buy |
197,019
+14,762
| +8% | +$701K | 0.01% | 1639 |
|
|
2019
Q2 | $6.58M | Buy |
182,257
+68,414
| +60% | +$2.47M | ﹤0.01% | 1838 |
|
|
2019
Q1 | $3.92M | Buy |
113,843
+14,199
| +14% | +$489K | ﹤0.01% | 2092 |
|
|
2018
Q4 | $2.66M | Buy |
99,644
+10,188
| +11% | +$272K | ﹤0.01% | 2213 |
|
|
2018
Q3 | $2.96M | Buy |
+89,456
| New | +$2.96M | ﹤0.01% | 2286 |
|