Cresset Asset Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $239K | Sell |
|
|||||
|
2024
Q4 | $374K | Sell |
|
|||||
|
2024
Q3 | $491K | Sell |
|
|||||
|
2024
Q2 | $530K | Buy |
|
|||||
|
2024
Q1 | $487K | Buy |
|
|||||
|
2023
Q4 | $445K | Sell |
|
|||||
|
2023
Q3 | $543K | Sell |
|
|||||
|
2023
Q2 | $593K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $338K | Sell |
|
|||||
|
2021
Q3 | $492K | Buy |
|
|||||
|
2021
Q2 | $399K | Buy |
|
|||||
|
2021
Q1 | $259K | Buy |
|
|||||
|
2020
Q4 | $278K | Buy |
|