CWP
Concord Wealth Partners’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.1K | Hold |
2,581
| – | – | 0.01% | 290 |
|
|
2025
Q1 | $74.4K | Buy |
2,581
+461
| +22% | +$13.3K | 0.01% | 276 |
|
|
2024
Q4 | $69.9K | Hold |
2,120
| – | – | 0.01% | 288 |
|
|
2024
Q3 | $72.4K | Hold |
2,120
| – | – | 0.01% | 292 |
|
|
2024
Q2 | $65.4K | Hold |
2,120
| – | – | 0.01% | 281 |
|
|
2024
Q1 | $84.7K | Buy |
+2,120
| New | +$84.7K | 0.02% | 286 |
|
|
2023
Q3 | – | Sell |
-55
| Closed | -$2.62K | – | 1039 |
|
|
2023
Q2 | $2.62K | Hold |
55
| – | – | ﹤0.01% | 822 |
|
|
2023
Q1 | $2.44K | Hold |
55
| – | – | ﹤0.01% | 784 |
|
|
2022
Q4 | $1.79K | Buy |
+55
| New | +$1.79K | ﹤0.01% | 960 |
|