Summit Global Investments’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
7,584
-33
| -0.4% | -$983 | 0.01% | 429 |
|
|
2025
Q1 | $219K | Sell |
7,617
-146
| -2% | -$4.2K | 0.02% | 400 |
|
|
2024
Q4 | $256K | Buy |
+7,763
| New | +$256K | 0.02% | 466 |
|
|
2024
Q2 | – | Sell |
-16,154
| Closed | -$645K | – | 497 |
|
|
2024
Q1 | $645K | Buy |
16,154
+7,930
| +96% | +$317K | 0.05% | 289 |
|
|
2023
Q4 | $310K | Buy |
+8,224
| New | +$310K | 0.02% | 424 |
|