Private Wealth Management Group’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-49
| Closed | -$1.41K | – | 1502 |
|
|
2025
Q1 | $1.41K | Hold |
49
| – | – | ﹤0.01% | 1176 |
|
|
2024
Q4 | $1.62K | Hold |
49
| – | – | ﹤0.01% | 1158 |
|
|
2024
Q3 | $1.67K | Hold |
49
| – | – | ﹤0.01% | 1132 |
|
|
2024
Q2 | $1.51K | Buy |
+49
| New | +$1.51K | ﹤0.01% | 1156 |
|
|
2024
Q1 | – | Sell |
-25
| Closed | -$942 | – | 1505 |
|
|
2023
Q4 | $942 | Buy |
+25
| New | +$942 | ﹤0.01% | 1305 |
|