Northwestern Mutual Wealth Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.64K | Sell |
122
-7
| -5% | -$209 | ﹤0.01% | 3106 |
|
2025
Q1 | $3.72K | Sell |
129
-7
| -5% | -$202 | ﹤0.01% | 3015 |
|
2024
Q4 | $4.49K | Sell |
136
-72
| -35% | -$2.37K | ﹤0.01% | 2980 |
|
2024
Q3 | $7.1K | Buy |
208
+83
| +66% | +$2.83K | ﹤0.01% | 2807 |
|
2024
Q2 | $3.86K | Sell |
125
-18
| -13% | -$555 | ﹤0.01% | 2936 |
|
2024
Q1 | $5.71K | Sell |
143
-216
| -60% | -$8.63K | ﹤0.01% | 2803 |
|
2023
Q4 | $13.5K | Sell |
359
-405
| -53% | -$15.3K | ﹤0.01% | 2526 |
|
2023
Q3 | $34.8K | Buy |
764
+533
| +231% | +$24.3K | ﹤0.01% | 2104 |
|
2023
Q2 | $11K | Sell |
231
-267
| -54% | -$12.7K | ﹤0.01% | 2539 |
|
2023
Q1 | $22.1K | Sell |
498
-224
| -31% | -$9.94K | ﹤0.01% | 2223 |
|
2022
Q4 | $23.5K | Buy |
722
+156
| +28% | +$5.08K | ﹤0.01% | 2196 |
|
2022
Q3 | $23K | Buy |
566
+344
| +155% | +$14K | ﹤0.01% | 2153 |
|
2022
Q2 | $10K | Buy |
222
+39
| +21% | +$1.76K | ﹤0.01% | 2501 |
|
2022
Q1 | $11K | Sell |
183
-310
| -63% | -$18.6K | ﹤0.01% | 2497 |
|
2021
Q4 | $32K | Sell |
493
-114
| -19% | -$7.4K | ﹤0.01% | 2140 |
|
2021
Q3 | $56K | Buy |
607
+15
| +3% | +$1.38K | ﹤0.01% | 1855 |
|
2021
Q2 | $82K | Buy |
592
+386
| +187% | +$53.5K | ﹤0.01% | 1674 |
|
2021
Q1 | $27K | Sell |
206
-3
| -1% | -$393 | ﹤0.01% | 1943 |
|
2020
Q4 | $34K | Buy |
+209
| New | +$34K | ﹤0.01% | 1766 |
|
2020
Q1 | – | Sell |
-275
| Closed | -$11K | – | 2541 |
|
2019
Q4 | $11K | Buy |
+275
| New | +$11K | ﹤0.01% | 1907 |
|
2019
Q3 | – | Sell |
-40
| Closed | -$1K | – | 2455 |
|
2019
Q2 | $1K | Sell |
40
-135
| -77% | -$3.38K | ﹤0.01% | 2389 |
|
2019
Q1 | $6K | Buy |
+175
| New | +$6K | ﹤0.01% | 2076 |
|
2018
Q4 | – | Sell |
-350
| Closed | -$12K | – | 2380 |
|
2018
Q3 | $12K | Buy |
+350
| New | +$12K | ﹤0.01% | 1861 |
|