Rockefeller Capital Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,013
| Closed | -$32K | – | 2076 |
|
|
2022
Q4 | $32K | Buy |
1,013
+5
| +0.5% | +$158 | ﹤0.01% | 2594 |
|
|
2022
Q3 | $41K | Hold |
1,008
| – | – | ﹤0.01% | 2448 |
|
|
2022
Q2 | $47K | Sell |
1,008
-274
| -21% | -$12.8K | ﹤0.01% | 2320 |
|
|
2022
Q1 | $77K | Sell |
1,282
-100
| -7% | -$6.01K | ﹤0.01% | 2096 |
|
|
2021
Q4 | $90K | Sell |
1,382
-136
| -9% | -$8.86K | ﹤0.01% | 1976 |
|
|
2021
Q3 | $140K | Buy |
1,518
+274
| +22% | +$25.3K | ﹤0.01% | 1719 |
|
|
2021
Q2 | $171K | Buy |
1,244
+500
| +67% | +$68.7K | ﹤0.01% | 1569 |
|
|
2021
Q1 | $98K | Sell |
744
-69
| -8% | -$9.09K | ﹤0.01% | 1601 |
|
|
2020
Q4 | $131K | Buy |
813
+144
| +22% | +$23.2K | ﹤0.01% | 1340 |
|
|
2020
Q3 | $43K | Buy |
669
+419
| +168% | +$26.9K | ﹤0.01% | 1545 |
|
|
2020
Q2 | $13K | Buy |
+250
| New | +$13K | ﹤0.01% | 1806 |
|
|
2019
Q1 | – | Sell |
-14,574
| Closed | -$389K | – | 1913 |
|
|
2018
Q4 | $389K | Sell |
14,574
-21,054
| -59% | -$562K | 0.01% | 349 |
|
|
2018
Q3 | $1.18M | Buy |
+35,628
| New | +$1.18M | 0.02% | 199 |
|
|
2018
Q2 | – | Sell |
-28,537
| Closed | -$719K | – | 772 |
|
|
2018
Q1 | $719K | Buy |
+28,537
| New | +$719K | 0.01% | 244 |
|