Principal Financial Group’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 |
-5,519
| Closed | -$220K | – | 2371 |
|
|
2024
Q1 | $220K | Buy |
+5,519
| New | +$220K | ﹤0.01% | 2154 |
|
|
2023
Q3 | – | Sell |
-4,848
| Closed | -$231K | – | 2442 |
|
|
2023
Q2 | $231K | Buy |
+4,848
| New | +$231K | ﹤0.01% | 2142 |
|
|
2022
Q4 | – | Sell |
-5,829
| Closed | -$238K | – | 2447 |
|
|
2022
Q3 | $238K | Sell |
5,829
-385
| -6% | -$15.7K | ﹤0.01% | 2154 |
|
|
2022
Q2 | $294K | Sell |
6,214
-930
| -13% | -$44K | ﹤0.01% | 2187 |
|
|
2022
Q1 | $434K | Buy |
7,144
+454
| +7% | +$27.6K | ﹤0.01% | 2149 |
|
|
2021
Q4 | $436K | Sell |
6,690
-1,566
| -19% | -$102K | ﹤0.01% | 2157 |
|
|
2021
Q3 | $764K | Buy |
8,256
+1,967
| +31% | +$182K | ﹤0.01% | 2069 |
|
|
2021
Q2 | $866K | Sell |
6,289
-1,301
| -17% | -$179K | ﹤0.01% | 2073 |
|
|
2021
Q1 | $1.01M | Sell |
7,590
-1,420
| -16% | -$189K | ﹤0.01% | 1992 |
|
|
2020
Q4 | $1.46M | Buy |
9,010
+3,635
| +68% | +$589K | ﹤0.01% | 1862 |
|
|
2020
Q3 | $348K | Sell |
5,375
-50
| -0.9% | -$3.24K | ﹤0.01% | 2099 |
|
|
2020
Q2 | $278K | Buy |
+5,425
| New | +$278K | ﹤0.01% | 2100 |
|