Concord Wealth Partners’s Appian APPN Stock Holding History

Concord Wealth Partners’s Portfolio APPN Stock Details APPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$77.1K	Hold
2025 Q1	$74.4K	Buy
2024 Q4	$69.9K	Hold
2024 Q3	$72.4K	Hold
2024 Q2	$65.4K	Hold
2024 Q1	$84.7K	Buy
2023 Q3	–	Sell
2023 Q2	$2.62K	Hold
2023 Q1	$2.44K	Hold
2022 Q4	$1.79K	Buy