NewEdge 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 | $12.8K | Hold |
430
| – | – | ﹤0.01% | 3113 |
|
|
2025
Q1 | $12.4K | Buy |
430
+80
| +23% | +$2.31K | ﹤0.01% | 3020 |
|
|
2024
Q4 | $11.5K | Sell |
350
-100
| -22% | -$3.3K | ﹤0.01% | 2988 |
|
|
2024
Q3 | $15.4K | Hold |
450
| – | – | ﹤0.01% | 2796 |
|
|
2024
Q2 | $13.9K | Hold |
450
| – | – | ﹤0.01% | 2739 |
|
|
2024
Q1 | $18K | Hold |
450
| – | – | ﹤0.01% | 2664 |
|
|
2023
Q4 | $16.9K | Buy |
450
+300
| +200% | +$11.3K | ﹤0.01% | 2638 |
|
|
2023
Q3 | $6.84K | Hold |
150
| – | – | ﹤0.01% | 2708 |
|
|
2023
Q2 | $7.14K | Hold |
150
| – | – | ﹤0.01% | 2710 |
|
|
2023
Q1 | $6.66K | Sell |
150
-228
| -60% | -$10.1K | ﹤0.01% | 2685 |
|
|
2022
Q4 | $7.43K | Buy |
+378
| New | +$7.43K | ﹤0.01% | 2460 |
|