Glassman Wealth Services’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $113 | Hold |
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|
2023
Q3 | $137 | Hold |
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|
2023
Q2 | $143 | Hold |
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|
2023
Q1 | $133 | Sell |
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|
2022
Q4 | $847 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q4 | $1K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2K | Sell |
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|
2020
Q4 | $324K | Hold |
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|
2020
Q3 | $130K | Buy |
|