IFP Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34K | Buy |
+45
| New | +$1.34K | ﹤0.01% | 4087 |
|
|
2025
Q1 | – | Sell |
-10
| Closed | -$330 | – | 4321 |
|
|
2024
Q4 | $330 | Buy |
10
+1
| +11% | +$33 | ﹤0.01% | 3537 |
|
|
2024
Q3 | $307 | Hold |
9
| – | – | ﹤0.01% | 3181 |
|
|
2024
Q2 | $278 | Hold |
9
| – | – | ﹤0.01% | 3128 |
|
|
2024
Q1 | $360 | Sell |
9
-50
| -85% | -$2K | ﹤0.01% | 3003 |
|
|
2023
Q4 | $2.22K | Hold |
59
| – | – | ﹤0.01% | 2656 |
|
|
2023
Q3 | $2.69K | Sell |
59
-5
| -8% | -$228 | ﹤0.01% | 2743 |
|
|
2023
Q2 | $3.05K | Buy |
64
+50
| +357% | +$2.38K | ﹤0.01% | 2728 |
|
|
2023
Q1 | $459 | Sell |
14
-301
| -96% | -$9.87K | ﹤0.01% | 3194 |
|
|
2022
Q4 | $13K | Buy |
315
+45
| +17% | +$1.86K | ﹤0.01% | 3191 |
|
|
2022
Q3 | $10K | Buy |
270
+250
| +1,250% | +$9.26K | ﹤0.01% | 3617 |
|
|
2022
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 4079 |
|
|
2022
Q1 | $2K | Buy |
20
+11
| +122% | +$1.1K | ﹤0.01% | 4079 |
|
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 2883 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 2905 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 2826 |
|
|
2021
Q1 | $1K | Sell |
9
-232
| -96% | -$25.8K | ﹤0.01% | 2748 |
|
|
2020
Q4 | $38K | Buy |
241
+129
| +115% | +$20.3K | ﹤0.01% | 1543 |
|
|
2020
Q3 | $7K | Sell |
112
-490
| -81% | -$30.6K | ﹤0.01% | 2012 |
|
|
2020
Q2 | $31K | Sell |
602
-795
| -57% | -$40.9K | ﹤0.01% | 1408 |
|
|
2020
Q1 | $57K | Buy |
1,397
+722
| +107% | +$29.5K | 0.01% | 1054 |
|
|
2019
Q4 | $25K | Sell |
675
-100
| -13% | -$3.7K | ﹤0.01% | 1522 |
|
|
2019
Q3 | $36K | Buy |
+775
| New | +$36K | ﹤0.01% | 1504 |
|
|
2019
Q1 | $72K | Buy |
2,100
+649
| +45% | +$22.3K | 0.01% | 816 |
|
|
2018
Q4 | $40K | Buy |
1,451
+331
| +30% | +$9.13K | ﹤0.01% | 1716 |
|
|
2018
Q3 | $37K | Buy |
1,120
+975
| +672% | +$32.2K | ﹤0.01% | 2039 |
|
|
2018
Q2 | $5K | Buy |
+145
| New | +$5K | ﹤0.01% | 3180 |
|
|
2016
Q2 | – | Sell |
-2,100
| Closed | -$72K | – | 3817 |
|
|
2016
Q1 | $72K | Buy |
+2,100
| New | +$72K | 0.01% | 816 |
|