IFP 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 | $19.7K | Buy |
818
+587
| +254% | +$15.9K | ﹤0.01% | 2783 |
|
|
2025
Q4 | $8.18K | Sell |
231
-162
| -41% | -$5.77K | ﹤0.01% | 3176 |
|
|
2025
Q3 | $12K | Buy |
393
+348
| +773% | +$10.5K | ﹤0.01% | 2816 |
|
|
2025
Q2 | $1.34K | Buy |
+45
| New | +$1.35K | ﹤0.01% | 4087 |
|
|
2025
Q1 | – | Sell |
-10
| Closed | -$330 | – | 4321 |
|
|
2024
Q4 | $330 | Buy |
10
+1
| +11% | +$36 | ﹤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% | -$1.73K | ﹤0.01% | 3003 |
|
|
2023
Q4 | $2.22K | Hold |
59
| – | – | ﹤0.01% | 2656 |
|
|
2023
Q3 | $2.69K | Sell |
59
-5
| -8% | -$240 | ﹤0.01% | 2743 |
|
|
2023
Q2 | $3.05K | Buy |
64
+50
| +357% | +$2.11K | ﹤0.01% | 2728 |
|
|
2023
Q1 | $459 | Sell |
14
-301
| -96% | -$12.2K | ﹤0.01% | 3194 |
|
|
2022
Q4 | $13K | Buy |
315
+45
| +17% | +$1.77K | ﹤0.01% | 3191 |
|
|
2022
Q3 | $10K | Buy |
270
+250
| +1,250% | +$12.1K | ﹤0.01% | 3616 |
|
|
2022
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 4078 |
|
|
2022
Q1 | $2K | Buy |
20
+11
| +122% | +$624 | ﹤0.01% | 4078 |
|
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 2932 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 2969 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 2859 |
|
|
2021
Q1 | $1K | Sell |
9
-232
| -96% | -$41K | ﹤0.01% | 2784 |
|
|
2020
Q4 | $38K | Buy |
241
+129
| +115% | +$14.4K | ﹤0.01% | 1543 |
|
|
2020
Q3 | $7K | Sell |
112
-490
| -81% | -$26.5K | ﹤0.01% | 2023 |
|
|
2020
Q2 | $31K | Sell |
602
-795
| -57% | -$38.8K | ﹤0.01% | 1410 |
|
|
2020
Q1 | $57K | Buy |
1,397
+722
| +107% | +$33.5K | 0.01% | 1056 |
|
|
2019
Q4 | $25K | Sell |
675
-100
| -13% | -$4.31K | ﹤0.01% | 1522 |
|
|
2019
Q3 | $36K | Buy |
+775
| New | +$36.3K | ﹤0.01% | 1504 |
|
|
2019
Q1 | $72K | Buy |
2,100
+649
| +45% | +$21.9K | 0.01% | 816 |
|
|
2018
Q4 | $40K | Buy |
1,451
+331
| +30% | +$8.84K | ﹤0.01% | 1728 |
|
|
2018
Q3 | $37K | Buy |
1,120
+975
| +672% | +$33.3K | ﹤0.01% | 2056 |
|
|
2018
Q2 | $5K | Buy |
+145
| New | +$4.5K | ﹤0.01% | 3227 |
|
Other funds holding APPN
VPM
RFM
FP
LECM
VCM
