Orion Capital Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-132
| Closed | -$5.27K | – | 427 |
|
2024
Q1 | $5.27K | Hold |
132
| – | – | ﹤0.01% | 407 |
|
2023
Q4 | $4.97K | Hold |
132
| – | – | ﹤0.01% | 411 |
|
2023
Q3 | $6.02K | Buy |
+132
| New | +$6.02K | ﹤0.01% | 397 |
|
2023
Q2 | – | Sell |
-132
| Closed | -$5.86K | – | 148 |
|
2023
Q1 | $5.86K | Hold |
132
| – | – | ﹤0.01% | 381 |
|
2022
Q4 | $4.3K | Hold |
132
| – | – | ﹤0.01% | 339 |
|
2022
Q3 | $5K | Hold |
132
| – | – | ﹤0.01% | 339 |
|
2022
Q2 | $6K | Hold |
132
| – | – | ﹤0.01% | 346 |
|
2022
Q1 | $8K | Hold |
132
| – | – | ﹤0.01% | 331 |
|
2021
Q4 | $9K | Hold |
132
| – | – | 0.01% | 312 |
|
2021
Q3 | $12K | Sell |
132
-115
| -47% | -$10.5K | 0.01% | 281 |
|
2021
Q2 | $34K | Hold |
247
| – | – | 0.02% | 199 |
|
2021
Q1 | $33K | Hold |
247
| – | – | 0.02% | 187 |
|
2020
Q4 | $40K | Buy |
+247
| New | +$40K | 0.03% | 165 |
|