Evanson Asset Management’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Hold |
12,943
| – | – | 0.02% | 228 |
|
|
2025
Q1 | $373K | Hold |
12,943
| – | – | 0.03% | 211 |
|
|
2024
Q4 | $427K | Hold |
12,943
| – | – | 0.03% | 198 |
|
|
2024
Q3 | $442K | Sell |
12,943
-8,402
| -39% | -$287K | 0.03% | 194 |
|
|
2024
Q2 | $659K | Buy |
21,345
+59
| +0.3% | +$1.82K | 0.05% | 141 |
|
|
2024
Q1 | $850K | Hold |
21,286
| – | – | 0.06% | 127 |
|
|
2023
Q4 | $802K | Sell |
21,286
-8,334
| -28% | -$314K | 0.07% | 125 |
|
|
2023
Q3 | $1.35M | Hold |
29,620
| – | – | 0.12% | 79 |
|
|
2023
Q2 | $1.41M | Buy |
29,620
+4,010
| +16% | +$191K | 0.13% | 79 |
|
|
2023
Q1 | $1.14M | Hold |
25,610
| – | – | 0.11% | 88 |
|
|
2022
Q4 | $834K | Hold |
25,610
| – | – | 0.09% | 101 |
|
|
2022
Q3 | $1.05M | Buy |
+25,610
| New | +$1.05M | 0.12% | 87 |
|