Roundview Capital’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,220
| Closed | -$284K | – | 307 |
|
|
2023
Q3 | $284K | Sell |
6,220
-316
| -5% | -$14.4K | 0.03% | 277 |
|
|
2023
Q2 | $311K | Sell |
6,536
-383
| -6% | -$18.2K | 0.03% | 270 |
|
|
2023
Q1 | $307K | Sell |
6,919
-17
| -0.2% | -$754 | 0.03% | 280 |
|
|
2022
Q4 | $226K | Sell |
6,936
-1,492
| -18% | -$48.6K | 0.03% | 282 |
|
|
2022
Q3 | $344K | Buy |
8,428
+415
| +5% | +$16.9K | 0.04% | 235 |
|
|
2022
Q2 | $379K | Sell |
8,013
-39
| -0.5% | -$1.85K | 0.05% | 234 |
|
|
2022
Q1 | $490K | Buy |
+8,052
| New | +$490K | 0.05% | 228 |
|
|
2021
Q2 | – | Sell |
-5,123
| Closed | -$681K | – | 276 |
|
|
2021
Q1 | $681K | Sell |
5,123
-53,698
| -91% | -$7.14M | 0.09% | 204 |
|
|
2020
Q4 | $9.53M | Sell |
58,821
-15,468
| -21% | -$2.51M | 1.3% | 18 |
|
|
2020
Q3 | $4.81M | Sell |
74,289
-1,266
| -2% | -$82K | 0.75% | 31 |
|
|
2020
Q2 | $3.87M | Sell |
75,555
-260
| -0.3% | -$13.3K | 0.66% | 43 |
|
|
2020
Q1 | $3.05M | Buy |
75,815
+899
| +1% | +$36.2K | 0.64% | 39 |
|
|
2019
Q4 | $2.86M | Sell |
74,916
-631
| -0.8% | -$24.1K | 0.54% | 46 |
|
|
2019
Q3 | $3.59M | Sell |
75,547
-1,595
| -2% | -$75.8K | 0.77% | 32 |
|
|
2019
Q2 | $2.78M | Sell |
77,142
-4,320
| -5% | -$156K | 0.63% | 44 |
|
|
2019
Q1 | $2.81M | Buy |
81,462
+820
| +1% | +$28.2K | 0.67% | 43 |
|
|
2018
Q4 | $2.15M | Buy |
80,642
+1,183
| +1% | +$31.6K | 0.6% | 50 |
|
|
2018
Q3 | $2.63M | Buy |
79,459
+1,610
| +2% | +$53.3K | 0.65% | 41 |
|
|
2018
Q2 | $2.82M | Buy |
77,849
+1,785
| +2% | +$64.5K | 0.74% | 34 |
|
|
2018
Q1 | $1.92M | Sell |
76,064
-27,730
| -27% | -$698K | 0.54% | 56 |
|
|
2017
Q4 | $3.27M | Buy |
103,794
+13,270
| +15% | +$418K | 0.84% | 33 |
|
|
2017
Q3 | $2.58M | Buy |
90,524
+52,874
| +140% | +$1.5M | 0.74% | 37 |
|
|
2017
Q2 | $683K | Buy |
+37,650
| New | +$683K | 0.2% | 127 |
|