Commonwealth Equity Services’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,589
| Closed | -$263K | – | 4041 |
|
|
2024
Q1 | $263K | Sell |
6,589
-1,247
| -16% | -$49.8K | ﹤0.01% | 3388 |
|
|
2023
Q4 | $295K | Sell |
7,836
-5,044
| -39% | -$190K | ﹤0.01% | 3195 |
|
|
2023
Q3 | $587K | Sell |
12,880
-30
| -0.2% | -$1.37K | ﹤0.01% | 2462 |
|
|
2023
Q2 | $615K | Buy |
12,910
+93
| +0.7% | +$4.43K | ﹤0.01% | 2444 |
|
|
2023
Q1 | $568 | Sell |
12,817
-1,886
| -13% | -$84 | ﹤0.01% | 2445 |
|
|
2022
Q4 | $478K | Sell |
14,703
-1,018
| -6% | -$33.1K | ﹤0.01% | 2506 |
|
|
2022
Q3 | $641K | Sell |
15,721
-2,302
| -13% | -$93.9K | ﹤0.01% | 2218 |
|
|
2022
Q2 | $853K | Sell |
18,023
-2,400
| -12% | -$114K | ﹤0.01% | 2022 |
|
|
2022
Q1 | $1.24M | Sell |
20,423
-4,241
| -17% | -$258K | ﹤0.01% | 1832 |
|
|
2021
Q4 | $1.61M | Sell |
24,664
-6,139
| -20% | -$400K | ﹤0.01% | 1645 |
|
|
2021
Q3 | $2.85M | Sell |
30,803
-2,013
| -6% | -$186K | 0.01% | 1199 |
|
|
2021
Q2 | $4.52M | Sell |
32,816
-3,012
| -8% | -$415K | 0.01% | 905 |
|
|
2021
Q1 | $4.76M | Sell |
35,828
-3,421
| -9% | -$455K | 0.01% | 809 |
|
|
2020
Q4 | $6.36M | Sell |
39,249
-556
| -1% | -$90.1K | 0.02% | 635 |
|
|
2020
Q3 | $2.58M | Sell |
39,805
-6,427
| -14% | -$416K | 0.01% | 967 |
|
|
2020
Q2 | $2.37M | Buy |
46,232
+7,411
| +19% | +$380K | 0.01% | 947 |
|
|
2020
Q1 | $1.56M | Buy |
38,821
+9,256
| +31% | +$372K | 0.01% | 1018 |
|
|
2019
Q4 | $1.13M | Buy |
29,565
+741
| +3% | +$28.3K | ﹤0.01% | 1351 |
|
|
2019
Q3 | $1.37M | Sell |
28,824
-2,179
| -7% | -$103K | 0.01% | 1177 |
|
|
2019
Q2 | $1.12M | Buy |
31,003
+18
| +0.1% | +$649 | ﹤0.01% | 1280 |
|
|
2019
Q1 | $1.07M | Buy |
30,985
+9,478
| +44% | +$326K | ﹤0.01% | 1267 |
|
|
2018
Q4 | $574K | Buy |
21,507
+1,237
| +6% | +$33K | ﹤0.01% | 1548 |
|
|
2018
Q3 | $670K | Buy |
20,270
+5,005
| +33% | +$165K | ﹤0.01% | 1582 |
|
|
2018
Q2 | $552K | Buy |
15,265
+6,539
| +75% | +$236K | ﹤0.01% | 1681 |
|
|
2018
Q1 | $219K | Buy |
+8,726
| New | +$219K | ﹤0.01% | 2326 |
|