Chicago Partners Investment Group’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
33,878
+2,383
| +8% | +$72.2K | 0.03% | 391 |
|
|
2025
Q1 | $958K | Buy |
31,495
+368
| +1% | +$11.2K | 0.03% | 369 |
|
|
2024
Q4 | $1.08M | Buy |
31,127
+4,813
| +18% | +$167K | 0.04% | 329 |
|
|
2024
Q3 | $808K | Buy |
26,314
+2,337
| +10% | +$71.7K | 0.03% | 376 |
|
|
2024
Q2 | $888K | Sell |
23,977
-1,635
| -6% | -$60.5K | 0.03% | 344 |
|
|
2024
Q1 | $937K | Buy |
25,612
+1,107
| +5% | +$40.5K | 0.04% | 325 |
|
|
2023
Q4 | $829K | Sell |
24,505
-10,572
| -30% | -$358K | 0.04% | 331 |
|
|
2023
Q3 | $1.43M | Sell |
35,077
-505
| -1% | -$20.5K | 0.08% | 232 |
|
|
2023
Q2 | $1.72M | Buy |
35,582
+2,042
| +6% | +$98.9K | 0.09% | 211 |
|
|
2023
Q1 | $1.28M | Buy |
33,540
+1,320
| +4% | +$50.5K | 0.07% | 234 |
|
|
2022
Q4 | $1.4M | Sell |
32,220
-241
| -0.7% | -$10.5K | 0.09% | 216 |
|
|
2022
Q3 | $1.16M | Sell |
32,461
-9,170
| -22% | -$329K | 0.08% | 217 |
|
|
2022
Q2 | $2.02M | Buy |
41,631
+1,546
| +4% | +$75K | 0.15% | 134 |
|
|
2022
Q1 | $1.96M | Buy |
40,085
+17,261
| +76% | +$843K | 0.15% | 131 |
|
|
2021
Q4 | $1.24M | Sell |
22,824
-4,432
| -16% | -$241K | 0.09% | 192 |
|
|
2021
Q3 | $2.43M | Sell |
27,256
-6,616
| -20% | -$590K | 0.17% | 122 |
|
|
2021
Q2 | $4.23M | Buy |
33,872
+14,529
| +75% | +$1.81M | 0.31% | 68 |
|
|
2021
Q1 | $2.64M | Buy |
19,343
+2,891
| +18% | +$395K | 0.22% | 88 |
|
|
2020
Q4 | $3.37M | Sell |
16,452
-568
| -3% | -$116K | 0.32% | 61 |
|
|
2020
Q3 | $1.15M | Buy |
17,020
+2,203
| +15% | +$149K | 0.14% | 125 |
|
|
2020
Q2 | $752K | Buy |
14,817
+4,438
| +43% | +$225K | 0.09% | 168 |
|
|
2020
Q1 | $442K | Buy |
10,379
+139
| +1% | +$5.92K | 0.07% | 207 |
|
|
2019
Q4 | $554K | Buy |
+10,240
| New | +$554K | 0.07% | 203 |
|