Larson Financial Group’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 | $16K | Sell |
663
-5,750
| -90% | -$156K | ﹤0.01% | 1970 |
|
|
2025
Q4 | $227K | Sell |
6,413
-63
| -1% | -$2.24K | 0.01% | 666 |
|
|
2025
Q3 | $198K | Buy |
6,476
+5,954
| +1,141% | +$179K | 0.01% | 696 |
|
|
2025
Q2 | $15.6K | Buy |
+522
| New | +$15.7K | ﹤0.01% | 1600 |
|
|
2025
Q1 | – | Sell |
-79
| Closed | -$2.6K | – | 3071 |
|
|
2024
Q4 | $2.6K | Hold |
79
| – | – | ﹤0.01% | 1826 |
|
|
2024
Q3 | $2.7K | Hold |
79
| – | – | ﹤0.01% | 1803 |
|
|
2024
Q2 | $2.44K | Hold |
79
| – | – | ﹤0.01% | 1564 |
|
|
2024
Q1 | $3.16K | Hold |
79
| – | – | ﹤0.01% | 1283 |
|
|
2023
Q4 | $2.98K | Hold |
79
| – | – | ﹤0.01% | 1294 |
|
|
2023
Q3 | $3.6K | Hold |
79
| – | – | ﹤0.01% | 1249 |
|
|
2023
Q2 | $3.76K | Hold |
79
| – | – | ﹤0.01% | 1162 |
|
|
2023
Q1 | $3.51K | Sell |
79
-62
| -44% | -$2.51K | ﹤0.01% | 1152 |
|
|
2022
Q4 | $4.59K | Hold |
141
| – | – | ﹤0.01% | 1053 |
|
|
2022
Q3 | $6K | Hold |
141
| – | – | ﹤0.01% | 906 |
|
|
2022
Q2 | $7K | Hold |
141
| – | – | ﹤0.01% | 794 |
|
|
2022
Q1 | $9K | Hold |
141
| – | – | ﹤0.01% | 672 |
|
|
2021
Q4 | $9K | Hold |
141
| – | – | ﹤0.01% | 702 |
|
|
2021
Q3 | $13K | Hold |
141
| – | – | ﹤0.01% | 534 |
|
|
2021
Q2 | $19K | Sell |
141
-70
| -33% | -$7.95K | ﹤0.01% | 438 |
|
|
2021
Q1 | $28K | Buy |
211
+68
| +48% | +$12K | 0.01% | 357 |
|
|
2020
Q4 | $23K | Sell |
143
-182
| -56% | -$20.4K | 0.01% | 342 |
|
|
2020
Q3 | $21K | Buy |
325
+79
| +32% | +$4.28K | 0.01% | 306 |
|
|
2020
Q2 | $13K | Buy |
+246
| New | +$12K | 0.01% | 338 |
|
Other funds holding APPN
VPM
RFM
FP
LECM
VCM
