CVA Family Office’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24
| Closed | -$691 | – | 1295 |
|
|
2025
Q1 | $691 | Sell |
24
-41
| -63% | -$1.18K | ﹤0.01% | 1170 |
|
|
2024
Q4 | $2.14K | Hold |
65
| – | – | ﹤0.01% | 979 |
|
|
2024
Q3 | $2.22K | Hold |
65
| – | – | ﹤0.01% | 962 |
|
|
2024
Q2 | $2.01K | Hold |
65
| – | – | ﹤0.01% | 961 |
|
|
2024
Q1 | $2.6K | Sell |
65
-200
| -75% | -$7.99K | ﹤0.01% | 903 |
|
|
2023
Q4 | $9.98K | Buy |
+265
| New | +$9.98K | ﹤0.01% | 725 |
|
|
2023
Q3 | – | Sell |
-65
| Closed | -$3.09K | – | 271 |
|
|
2023
Q2 | $3.09K | Buy |
65
+41
| +171% | +$1.95K | ﹤0.01% | 854 |
|
|
2023
Q1 | $1.07K | Hold |
24
| – | – | ﹤0.01% | 896 |
|
|
2022
Q4 | $781 | Hold |
24
| – | – | ﹤0.01% | 877 |
|
|
2022
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 833 |
|
|
2022
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 855 |
|
|
2022
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 904 |
|
|
2021
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 824 |
|