Rothschild Investment LLC’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19K | Sell |
40
-10
| -20% | -$299 | ﹤0.01% | 2367 |
|
|
2025
Q1 | $1.44K | Buy |
50
+10
| +25% | +$288 | ﹤0.01% | 2112 |
|
|
2024
Q4 | $1.32K | Hold |
40
| – | – | ﹤0.01% | 2049 |
|
|
2024
Q3 | $1.37K | Buy |
40
+30
| +300% | +$1.03K | ﹤0.01% | 1949 |
|
|
2024
Q2 | $309 | Buy |
10
+5
| +100% | +$155 | ﹤0.01% | 2283 |
|
|
2024
Q1 | $200 | Buy |
+5
| New | +$200 | ﹤0.01% | 1737 |
|