Creative Planning’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $821K | Buy |
34,072
+14,747
| +76% | +$400K | ﹤0.01% | 2619 |
|
|
2025
Q4 | $684K | Buy |
19,325
+2,476
| +15% | +$88.2K | ﹤0.01% | 2581 |
|
|
2025
Q3 | $515K | Buy |
16,849
+7,198
| +75% | +$216K | ﹤0.01% | 2695 |
|
|
2025
Q2 | $288K | Sell |
9,651
-2,953
| -23% | -$88.7K | ﹤0.01% | 2929 |
|
|
2025
Q1 | $363K | Buy |
12,604
+1,862
| +17% | +$60.9K | ﹤0.01% | 2581 |
|
|
2024
Q4 | $354K | Buy |
10,742
+2,545
| +31% | +$91K | ﹤0.01% | 2531 |
|
|
2024
Q3 | $280K | Buy |
8,197
+1,493
| +22% | +$48.3K | ﹤0.01% | 2574 |
|
|
2024
Q2 | $207K | Buy |
6,704
+325
| +5% | +$10.7K | ﹤0.01% | 2652 |
|
|
2024
Q1 | $255K | Buy |
+6,379
| New | +$221K | ﹤0.01% | 2382 |
|
|
2023
Q4 | – | Sell |
-5,036
| Closed | -$230K | – | 2765 |
|
|
2023
Q3 | $230K | Buy |
+5,036
| New | +$241K | ﹤0.01% | 2136 |
|
|
2022
Q3 | – | Sell |
-5,329
| Closed | -$252K | – | 2318 |
|
|
2022
Q2 | $252K | Sell |
5,329
-15
| -0.3% | -$754 | ﹤0.01% | 1727 |
|
|
2022
Q1 | $325K | Sell |
5,344
-2,397
| -31% | -$136K | ﹤0.01% | 1578 |
|
|
2021
Q4 | $505K | Buy |
7,741
+621
| +9% | +$51.6K | ﹤0.01% | 1295 |
|
|
2021
Q3 | $659K | Buy |
7,120
+719
| +11% | +$79.7K | ﹤0.01% | 1148 |
|
|
2021
Q2 | $882K | Sell |
6,401
-675
| -10% | -$76.7K | ﹤0.01% | 997 |
|
|
2021
Q1 | $941K | Buy |
7,076
+1,053
| +17% | +$186K | ﹤0.01% | 1059 |
|
|
2020
Q4 | $976K | Buy |
6,023
+611
| +11% | +$68.4K | ﹤0.01% | 965 |
|
|
2020
Q3 | $350K | Sell |
5,412
-151
| -3% | -$8.17K | ﹤0.01% | 1323 |
|
|
2020
Q2 | $285K | Buy |
+5,563
| New | +$271K | ﹤0.01% | 1342 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$4K | – | 1978 |
|
|
2017
Q2 | $4K | Buy |
+200
| New | +$3.62K | ﹤0.01% | 4068 |
|
Other funds holding APPN
VPM
RFM
FP
LECM
VCM
