Summit Securities Group’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Buy |
5,037
+4,886
| +3,236% | +$146K | 0.03% | 195 |
|
|
2025
Q1 | $4.35K | Buy |
+151
| New | +$4.35K | ﹤0.01% | 486 |
|
|
2022
Q4 | – | Sell |
-1
| Closed | – | – | 901 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 698 |
|
|
2022
Q2 | – | Sell |
-400
| Closed | -$24K | – | 718 |
|
|
2022
Q1 | $24K | Buy |
+400
| New | +$24K | ﹤0.01% | 472 |
|
|
2021
Q2 | – | Sell |
-3,000
| Closed | -$399K | – | 337 |
|
|
2021
Q1 | $399K | Buy |
+3,000
| New | +$399K | 0.04% | 162 |
|