Geneos Wealth Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
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2025
Q1 | $691 | Buy |
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2024
Q4 | – | Sell |
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2024
Q3 | $512 | Sell |
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2024
Q2 | $555 | Buy |
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2024
Q1 | $599 | Sell |
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2023
Q4 | $4.97K | Hold |
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2023
Q3 | $6.02K | Hold |
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2023
Q2 | $6.28K | Buy |
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2023
Q1 | $1.2K | Sell |
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2022
Q4 | $3.42K | Sell |
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2022
Q3 | $34K | Sell |
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2022
Q2 | $40K | Hold |
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2022
Q1 | $52K | Buy |
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2021
Q4 | $55K | Sell |
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2021
Q3 | $84K | Sell |
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2021
Q2 | $126K | Sell |
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2021
Q1 | $117K | Buy |
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2020
Q4 | $134K | Buy |
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2020
Q3 | $18K | Hold |
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2020
Q2 | $15K | Sell |
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2020
Q1 | $84K | Buy |
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2019
Q4 | $79K | Buy |
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2019
Q3 | $9K | Buy |
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2018
Q4 | – | Sell |
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2018
Q3 | $4K | Buy |
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