EverSource Wealth Advisors’s Appian APPN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.1K	Sell	500 -643	-56%	-$17.5K	﹤0.01%	2819
2025 Q4	$40.5K	Buy	1,143 +332	+41%	+$11.8K	﹤0.01%	1895
2025 Q3	$24.8K	Buy	811 +599	+283%	+$18K	﹤0.01%	2204
2025 Q2	$6.33K	Buy	212 +57	+37%	+$1.71K	﹤0.01%	3055
2025 Q1	$4.47K	Buy	155 +87	+128%	+$2.85K	﹤0.01%	2554
2024 Q4	$2.24K	Sell	68 -14	-17%	-$500	﹤0.01%	2670
2024 Q3	$2.8K	Sell	82 -17	-17%	-$550	﹤0.01%	2426
2024 Q2	$3.66K	Buy	99 +40	+68%	+$1.31K	﹤0.01%	2327
2024 Q1	$2.21K	Sell	59 -67	-53%	-$2.32K	﹤0.01%	2346
2023 Q4	$4.75K	Buy	126 +8	+7%	+$313	﹤0.01%	1882
2023 Q3	$5.38K	Sell	118 -27	-19%	-$1.29K	﹤0.01%	1675
2023 Q2	$6.9K	Sell	145 -30	-17%	-$1.26K	﹤0.01%	1597
2023 Q1	$7.77K	Sell	175 -53	-23%	-$2.14K	﹤0.01%	1473
2022 Q4	$7.42K	Sell	228 -250	-52%	-$9.86K	﹤0.01%	1449
2022 Q3	$19K	Sell	478 -17	-3%	-$825	﹤0.01%	918
2022 Q2	$24K	Sell	495 -96	-16%	-$4.83K	0.01%	782
2022 Q1	$36K	Buy	591 +15	+3%	+$851	0.01%	523
2021 Q4	$37K	Buy	+576	New	+$47.9K	0.01%	481