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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $330 | Buy |
|
|||||
|
2024
Q3 | $307 | Hold |
|
|||||
|
2024
Q2 | $278 | Hold |
|
|||||
|
2024
Q1 | $360 | Sell |
|
|||||
|
2023
Q4 | $2.22K | Hold |
|
|||||
|
2023
Q3 | $2.69K | Sell |
|
|||||
|
2023
Q2 | $3.05K | Buy |
|
|||||
|
2023
Q1 | $459 | Sell |
|
|||||
|
2022
Q4 | $13K | Buy |
|
|||||
|
2022
Q3 | $10K | Buy |
|
|||||
|
2022
Q2 | $2K | Hold |
|
|||||
|
2022
Q1 | $2K | Buy |
|
|||||
|
2021
Q4 | $1K | Hold |
|
|||||
|
2021
Q3 | $1K | Hold |
|
|||||
|
2021
Q2 | $1K | Hold |
|
|||||
|
2021
Q1 | $1K | Sell |
|
|||||
|
2020
Q4 | $38K | Buy |
|
|||||
|
2020
Q3 | $7K | Sell |
|
|||||
|
2020
Q2 | $31K | Sell |
|
|||||
|
2020
Q1 | $57K | Buy |
|
|||||
|
2019
Q4 | $25K | Sell |
|
|||||
|
2019
Q3 | $36K | Buy |
|
|||||
|
2019
Q1 | $72K | Buy |
|
|||||
|
2018
Q4 | $40K | Buy |
|
|||||
|
2018
Q3 | $37K | Buy |
|
|||||
|
2018
Q2 | $5K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $72K | Buy |
|