Steward Partners Investment Advisory’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $31.8K | Hold |
|
|||||
|
2025
Q2 | $31.1K | Hold |
|
|||||
|
2025
Q1 | $30K | Buy |
|
|||||
|
2024
Q4 | $20.5K | Buy |
|
|||||
|
2024
Q3 | $4.44K | Sell |
|
|||||
|
2024
Q2 | $7.25K | Sell |
|
|||||
|
2024
Q1 | $13.7K | Sell |
|
|||||
|
2023
Q4 | $18.2K | Sell |
|
|||||
|
2023
Q3 | $30.6K | Buy |
|
|||||
|
2023
Q2 | $27.9K | Hold |
|
|||||
|
2023
Q1 | $26.1K | Sell |
|
|||||
|
2022
Q4 | $26.1K | Sell |
|
|||||
|
2022
Q3 | $33K | Hold |
|
|||||
|
2022
Q2 | $39K | Sell |
|
|||||
|
2022
Q1 | $53K | Buy |
|
|||||
|
2021
Q4 | $50K | Sell |
|
|||||
|
2021
Q3 | $90K | Buy |
|
|||||
|
2021
Q2 | $105K | Sell |
|
|||||
|
2021
Q1 | $984K | Buy |
|
|||||
|
2020
Q4 | $84K | Buy |
|
|||||
|
2020
Q3 | $16K | Sell |
|
|||||
|
2020
Q2 | $23K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $166K | Buy |
|