Luther King Capital Management (LKCM)’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Hold |
103,549
| – | – | 0.01% | 293 |
|
|
2025
Q1 | $2.98M | Sell |
103,549
-22,500
| -18% | -$648K | 0.01% | 280 |
|
|
2024
Q4 | $4.16M | Sell |
126,049
-17,112
| -12% | -$564K | 0.02% | 259 |
|
|
2024
Q3 | $4.89M | Buy |
143,161
+41,922
| +41% | +$1.43M | 0.02% | 230 |
|
|
2024
Q2 | $3.12M | Buy |
101,239
+20,298
| +25% | +$626K | 0.01% | 270 |
|
|
2024
Q1 | $3.23M | Hold |
80,941
| – | – | 0.01% | 271 |
|
|
2023
Q4 | $3.05M | Sell |
80,941
-22,500
| -22% | -$847K | 0.01% | 274 |
|
|
2023
Q3 | $4.72M | Sell |
103,441
-468
| -0.5% | -$21.3K | 0.02% | 203 |
|
|
2023
Q2 | $4.95M | Buy |
103,909
+1,120
| +1% | +$53.3K | 0.02% | 207 |
|
|
2023
Q1 | $4.56M | Buy |
102,789
+52,637
| +105% | +$2.34M | 0.02% | 204 |
|
|
2022
Q4 | $1.63M | Buy |
50,152
+20,000
| +66% | +$651K | 0.01% | 321 |
|
|
2022
Q3 | $1.23M | Sell |
30,152
-6,000
| -17% | -$245K | 0.01% | 345 |
|
|
2022
Q2 | $1.71M | Buy |
36,152
+1,006
| +3% | +$47.6K | 0.01% | 316 |
|
|
2022
Q1 | $2.14M | Buy |
35,146
+6,815
| +24% | +$415K | 0.01% | 304 |
|
|
2021
Q4 | $1.85M | Buy |
28,331
+22,819
| +414% | +$1.49M | 0.01% | 318 |
|
|
2021
Q3 | $510K | Hold |
5,512
| – | – | ﹤0.01% | 485 |
|
|
2021
Q2 | $759K | Buy |
5,512
+146
| +3% | +$20.1K | ﹤0.01% | 459 |
|
|
2021
Q1 | $713K | Sell |
5,366
-20,050
| -79% | -$2.66M | ﹤0.01% | 428 |
|
|
2020
Q4 | $4.12M | Sell |
25,416
-61,855
| -71% | -$10M | 0.02% | 200 |
|
|
2020
Q3 | $5.65M | Buy |
87,271
+2,296
| +3% | +$149K | 0.04% | 158 |
|
|
2020
Q2 | $4.36M | Buy |
84,975
+4,170
| +5% | +$214K | 0.03% | 173 |
|
|
2020
Q1 | $3.25M | Buy |
80,805
+1,215
| +2% | +$48.9K | 0.03% | 184 |
|
|
2019
Q4 | $3.04M | Sell |
79,590
-150
| -0.2% | -$5.73K | 0.02% | 236 |
|
|
2019
Q3 | $3.79M | Buy |
79,740
+570
| +0.7% | +$27.1K | 0.03% | 200 |
|
|
2019
Q2 | $2.86M | Buy |
79,170
+68,170
| +620% | +$2.46M | 0.02% | 230 |
|
|
2019
Q1 | $379K | Buy |
11,000
+2,000
| +22% | +$68.9K | ﹤0.01% | 435 |
|
|
2018
Q4 | $240K | Buy |
+9,000
| New | +$240K | ﹤0.01% | 478 |
|