Rockefeller Capital Management’s Appian APPN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$386	Buy	+16	New	+$434	﹤0.01%	4577
2023 Q1	–	Sell	-1,013	Closed	-$32K	–	2076
2022 Q4	$32K	Buy	1,013 +5	+0.5%	+$197	﹤0.01%	2594
2022 Q3	$41K	Hold	1,008	–	–	﹤0.01%	2448
2022 Q2	$47K	Sell	1,008 -274	-21%	-$13.8K	﹤0.01%	2320
2022 Q1	$77K	Sell	1,282 -100	-7%	-$5.67K	﹤0.01%	2096
2021 Q4	$90K	Sell	1,382 -136	-9%	-$11.3K	﹤0.01%	1976
2021 Q3	$140K	Buy	1,518 +274	+22%	+$30.4K	﹤0.01%	1719
2021 Q2	$171K	Buy	1,244 +500	+67%	+$56.8K	﹤0.01%	1569
2021 Q1	$98K	Sell	744 -69	-8%	-$12.2K	﹤0.01%	1601
2020 Q4	$131K	Buy	813 +144	+22%	+$16.1K	﹤0.01%	1340
2020 Q3	$43K	Buy	669 +419	+168%	+$22.7K	﹤0.01%	1545
2020 Q2	$13K	Buy	+250	New	+$12.2K	﹤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	+$1.22M	0.02%	199
2018 Q2	–	Sell	-28,537	Closed	-$719K	–	772
2018 Q1	$719K	Buy	+28,537	New	+$865K	0.01%	244