Cresset Asset Management’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,295
| Closed | -$239K | – | 1637 |
|
|
2025
Q1 | $239K | Sell |
8,295
-3,043
| -27% | -$87.7K | ﹤0.01% | 1426 |
|
|
2024
Q4 | $374K | Sell |
11,338
-3,032
| -21% | -$100K | ﹤0.01% | 1209 |
|
|
2024
Q3 | $491K | Sell |
14,370
-2,813
| -16% | -$96K | ﹤0.01% | 1499 |
|
|
2024
Q2 | $530K | Buy |
17,183
+4,985
| +41% | +$154K | ﹤0.01% | 1381 |
|
|
2024
Q1 | $487K | Buy |
12,198
+375
| +3% | +$15K | ﹤0.01% | 1331 |
|
|
2023
Q4 | $445K | Sell |
11,823
-93
| -0.8% | -$3.5K | ﹤0.01% | 1263 |
|
|
2023
Q3 | $543K | Sell |
11,916
-542
| -4% | -$24.7K | ﹤0.01% | 1102 |
|
|
2023
Q2 | $593K | Buy |
+12,458
| New | +$593K | ﹤0.01% | 1056 |
|
|
2022
Q1 | – | Sell |
-5,165
| Closed | -$338K | – | 992 |
|
|
2021
Q4 | $338K | Sell |
5,165
-153
| -3% | -$10K | ﹤0.01% | 837 |
|
|
2021
Q3 | $492K | Buy |
5,318
+2,426
| +84% | +$224K | 0.01% | 629 |
|
|
2021
Q2 | $399K | Buy |
2,892
+953
| +49% | +$131K | 0.01% | 644 |
|
|
2021
Q1 | $259K | Buy |
1,939
+222
| +13% | +$29.7K | ﹤0.01% | 744 |
|
|
2020
Q4 | $278K | Buy |
+1,717
| New | +$278K | ﹤0.01% | 584 |
|