EverSource Wealth Advisors’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33K | Buy |
212
+57
| +37% | +$1.7K | ﹤0.01% | 3047 |
|
|
2025
Q1 | $4.47K | Buy |
155
+87
| +128% | +$2.51K | ﹤0.01% | 2552 |
|
|
2024
Q4 | $2.24K | Sell |
68
-14
| -17% | -$462 | ﹤0.01% | 2670 |
|
|
2024
Q3 | $2.8K | Sell |
82
-17
| -17% | -$580 | ﹤0.01% | 2426 |
|
|
2024
Q2 | $3.66K | Buy |
99
+40
| +68% | +$1.48K | ﹤0.01% | 2327 |
|
|
2024
Q1 | $2.21K | Sell |
59
-67
| -53% | -$2.51K | ﹤0.01% | 2346 |
|
|
2023
Q4 | $4.75K | Buy |
126
+8
| +7% | +$301 | ﹤0.01% | 1882 |
|
|
2023
Q3 | $5.38K | Sell |
118
-27
| -19% | -$1.23K | ﹤0.01% | 1675 |
|
|
2023
Q2 | $6.9K | Sell |
145
-30
| -17% | -$1.43K | ﹤0.01% | 1597 |
|
|
2023
Q1 | $7.77K | Sell |
175
-53
| -23% | -$2.35K | ﹤0.01% | 1472 |
|
|
2022
Q4 | $7.42K | Sell |
228
-250
| -52% | -$8.14K | ﹤0.01% | 1449 |
|
|
2022
Q3 | $19K | Sell |
478
-17
| -3% | -$676 | ﹤0.01% | 918 |
|
|
2022
Q2 | $24K | Sell |
495
-96
| -16% | -$4.66K | 0.01% | 782 |
|
|
2022
Q1 | $36K | Buy |
591
+15
| +3% | +$914 | 0.01% | 523 |
|
|
2021
Q4 | $37K | Buy |
+576
| New | +$37K | 0.01% | 481 |
|