Charles Schwab’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.94M | Buy |
370,662
+19,734
| +6% | +$536K | ﹤0.01% | 2158 |
|
|
2025
Q4 | $12.4M | Buy |
350,928
+13,031
| +4% | +$464K | ﹤0.01% | 2019 |
|
|
2025
Q3 | $10.3M | Sell |
337,897
-7,641
| -2% | -$230K | ﹤0.01% | 2100 |
|
|
2025
Q2 | $10.3M | Buy |
345,538
+4,499
| +1% | +$135K | ﹤0.01% | 1997 |
|
|
2025
Q1 | $9.83M | Sell |
341,039
-7,893
| -2% | -$258K | ﹤0.01% | 1959 |
|
|
2024
Q4 | $11.5M | Buy |
348,932
+14,085
| +4% | +$503K | ﹤0.01% | 1953 |
|
|
2024
Q3 | $11.4M | Buy |
334,847
+3,817
| +1% | +$124K | ﹤0.01% | 1967 |
|
|
2024
Q2 | $10.2M | Buy |
331,030
+1,429
| +0.4% | +$46.9K | ﹤0.01% | 2040 |
|
|
2024
Q1 | $13.2M | Buy |
329,601
+4,313
| +1% | +$150K | ﹤0.01% | 1842 |
|
|
2023
Q4 | $12.3M | Buy |
325,288
+5,538
| +2% | +$216K | ﹤0.01% | 1880 |
|
|
2023
Q3 | $14.6M | Buy |
319,750
+9,900
| +3% | +$474K | ﹤0.01% | 1702 |
|
|
2023
Q2 | $14.7M | Buy |
309,850
+7,557
| +2% | +$318K | ﹤0.01% | 1697 |
|
|
2023
Q1 | $13.4M | Buy |
302,293
+187
| +0.1% | +$7.56K | ﹤0.01% | 1730 |
|
|
2022
Q4 | $9.84M | Buy |
302,106
+6,332
| +2% | +$250K | ﹤0.01% | 1867 |
|
|
2022
Q3 | $12.1M | Buy |
295,774
+7,513
| +3% | +$365K | ﹤0.01% | 1715 |
|
|
2022
Q2 | $13.7M | Buy |
288,261
+1,143
| +0.4% | +$57.5K | ﹤0.01% | 1656 |
|
|
2022
Q1 | $17.5M | Buy |
287,118
+7,481
| +3% | +$424K | 0.01% | 1652 |
|
|
2021
Q4 | $18.2M | Buy |
279,637
+5,265
| +2% | +$438K | 0.01% | 1653 |
|
|
2021
Q3 | $25.4M | Sell |
274,372
-11,058
| -4% | -$1.23M | 0.01% | 1372 |
|
|
2021
Q2 | $39.3M | Buy |
285,430
+13,104
| +5% | +$1.49M | 0.01% | 1047 |
|
|
2021
Q1 | $36.2M | Buy |
272,326
+27,332
| +11% | +$4.84M | 0.01% | 1049 |
|
|
2020
Q4 | $39.7M | Buy |
244,994
+4,515
| +2% | +$506K | 0.02% | 927 |
|
|
2020
Q3 | $15.6M | Buy |
240,479
+12,687
| +6% | +$686K | 0.01% | 1379 |
|
|
2020
Q2 | $11.7M | Buy |
227,792
+15,226
| +7% | +$743K | 0.01% | 1549 |
|
|
2020
Q1 | $8.55M | Buy |
212,566
+3,164
| +2% | +$147K | 0.01% | 1540 |
|
|
2019
Q4 | $8M | Buy |
209,402
+12,383
| +6% | +$534K | ﹤0.01% | 1772 |
|
|
2019
Q3 | $9.36M | Buy |
197,019
+14,762
| +8% | +$691K | 0.01% | 1640 |
|
|
2019
Q2 | $6.58M | Buy |
182,257
+68,414
| +60% | +$2.34M | ﹤0.01% | 1839 |
|
|
2019
Q1 | $3.92M | Buy |
113,843
+14,199
| +14% | +$480K | ﹤0.01% | 2093 |
|
|
2018
Q4 | $2.66M | Buy |
99,644
+10,188
| +11% | +$272K | ﹤0.01% | 2214 |
|
|
2018
Q3 | $2.96M | Buy |
+89,456
| New | +$3.05M | ﹤0.01% | 2287 |
|
Other funds holding APPN
VPM
RFM
FP
LECM
VCM
