Spire Wealth 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
Q2 | $916 | Hold |
40
| – | – | ﹤0.01% | 2148 |
|
|
2026
Q1 | $964 | Hold |
40
| – | – | ﹤0.01% | 2155 |
|
|
2025
Q4 | $1.42K | Hold |
40
| – | – | ﹤0.01% | 2150 |
|
|
2025
Q3 | $1.22K | Hold |
40
| – | – | ﹤0.01% | 2238 |
|
|
2025
Q2 | $1.19K | Sell |
40
-37
| -48% | -$1.11K | ﹤0.01% | 2252 |
|
|
2025
Q1 | $2.22K | Buy |
77
+37
| +93% | +$1.21K | ﹤0.01% | 2262 |
|
|
2024
Q4 | $1.32K | Hold |
40
| – | – | ﹤0.01% | 2322 |
|
|
2024
Q3 | $1.37K | Hold |
40
| – | – | ﹤0.01% | 2058 |
|
|
2024
Q2 | $1.23K | Hold |
40
| – | – | ﹤0.01% | 2087 |
|
|
2024
Q1 | $1.6K | Sell |
40
-45
| -53% | -$1.56K | ﹤0.01% | 2139 |
|
|
2023
Q4 | $2.74K | Sell |
85
-50
| -37% | -$1.95K | ﹤0.01% | 2082 |
|
|
2023
Q3 | $6.16K | Sell |
135
-50
| -27% | -$2.4K | ﹤0.01% | 1881 |
|
|
2023
Q2 | $8.81K | Sell |
185
-65
| -26% | -$2.74K | ﹤0.01% | 1851 |
|
|
2023
Q1 | $11.1K | Buy |
250
+114
| +84% | +$4.61K | ﹤0.01% | 1808 |
|
|
2022
Q4 | $4K | Hold |
136
| – | – | ﹤0.01% | 1866 |
|
|
2022
Q3 | $6K | Sell |
136
-169
| -55% | -$8.2K | ﹤0.01% | 1683 |
|
|
2022
Q2 | $14K | Sell |
305
-477
| -61% | -$24K | ﹤0.01% | 1790 |
|
|
2022
Q1 | $48K | Sell |
782
-1,001
| -56% | -$56.8K | ﹤0.01% | 1460 |
|
|
2021
Q4 | $116K | Buy |
1,783
+529
| +42% | +$44K | ﹤0.01% | 1336 |
|
|
2021
Q3 | $116K | Hold |
1,254
| – | – | ﹤0.01% | 1136 |
|
|
2021
Q2 | $173K | Sell |
1,254
-65
| -5% | -$7.38K | ﹤0.01% | 982 |
|
|
2021
Q1 | $179K | Buy |
+1,319
| New | +$233K | ﹤0.01% | 1117 |
|
Other funds holding APPN
YIH
EF
GI
VCM
AWM
EB
MSG
MPWT