Synergy Financial Group’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 | – | Sell |
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|
2025
Q2 | $271K | Hold |
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|
2025
Q1 | $261K | Hold |
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|
2024
Q4 | $299K | Sell |
|
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|
2024
Q3 | $317K | Hold |
|
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|
2024
Q2 | $286K | Sell |
|
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|
2024
Q1 | $503K | Sell |
|
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|
2023
Q4 | $503K | Sell |
|
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|
2023
Q3 | $614K | Sell |
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|
2023
Q2 | $654K | Hold |
|
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|
2023
Q1 | $610K | Sell |
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|
2022
Q4 | $451K | Sell |
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|
2022
Q3 | $732K | Hold |
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|
2022
Q2 | $849K | Sell |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.03M | Buy |
|