Cornerstone Advisory’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $848K | Sell |
28,411
-2,751
| -9% | -$82.1K | 0.09% | 103 |
|
|
2025
Q1 | $956K | Buy |
31,162
+1,322
| +4% | +$40.5K | 0.11% | 94 |
|
|
2024
Q4 | $944K | Buy |
29,840
+46
| +0.2% | +$1.46K | 0.11% | 92 |
|
|
2024
Q3 | $1.02M | Sell |
29,794
-13
| -0% | -$444 | 0.13% | 84 |
|
|
2024
Q2 | $920K | Sell |
29,807
-1,868
| -6% | -$57.6K | 0.13% | 84 |
|
|
2024
Q1 | $1.27M | Buy |
31,675
+35
| +0.1% | +$1.4K | 0.18% | 74 |
|
|
2023
Q4 | $1.19M | Sell |
31,640
-13
| -0% | -$490 | 0.19% | 73 |
|
|
2023
Q3 | $1.44M | Sell |
31,653
-17
| -0.1% | -$775 | 0.25% | 59 |
|
|
2023
Q2 | $1.51M | Sell |
31,670
-20
| -0.1% | -$952 | 0.26% | 56 |
|
|
2023
Q1 | $1.41M | Sell |
31,690
-9
| -0% | -$399 | 0.25% | 63 |
|
|
2022
Q4 | $1.03M | Buy |
31,699
+12,099
| +62% | +$394K | 0.2% | 77 |
|
|
2022
Q3 | $800K | Hold |
19,600
| – | – | 0.18% | 83 |
|
|
2022
Q2 | $928K | Sell |
19,600
-130
| -0.7% | -$6.16K | 0.21% | 79 |
|
|
2022
Q1 | $1.2M | Buy |
19,730
+18,090
| +1,103% | +$1.1M | 0.18% | 94 |
|
|
2021
Q4 | $107K | Buy |
+1,640
| New | +$107K | 0.02% | 324 |
|
|
2020
Q4 | – | Sell |
-4,300
| Closed | -$278K | – | 206 |
|
|
2020
Q3 | $278K | Hold |
4,300
| – | – | 0.06% | 156 |
|
|
2020
Q2 | $220K | Buy |
+4,300
| New | +$220K | 0.06% | 157 |
|
|
2020
Q1 | – | Sell |
-21,800
| Closed | -$833K | – | 159 |
|
|
2019
Q4 | $833K | Buy |
+21,800
| New | +$833K | 0.17% | 80 |
|
|
2019
Q3 | – | Sell |
-9,300
| Closed | -$335K | – | 158 |
|
|
2019
Q2 | $335K | Hold |
9,300
| – | – | 0.07% | 130 |
|
|
2019
Q1 | $320K | Sell |
9,300
-4,500
| -33% | -$155K | 0.07% | 131 |
|
|
2018
Q4 | $369K | Sell |
13,800
-4,300
| -24% | -$115K | 0.1% | 110 |
|
|
2018
Q3 | $599K | Buy |
+18,100
| New | +$599K | 0.18% | 83 |
|
|
2018
Q2 | – | Sell |
-12,000
| Closed | -$302K | – | 141 |
|
|
2018
Q1 | $302K | Buy |
+12,000
| New | +$302K | 0.11% | 117 |
|