Synergy Financial 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 | $271K | Hold |
9,063
| – | – | 0.2% | 97 |
|
|
2025
Q1 | $261K | Hold |
9,063
| – | – | 0.23% | 89 |
|
|
2024
Q4 | $299K | Sell |
9,063
-214
| -2% | -$7.06K | 0.25% | 72 |
|
|
2024
Q3 | $317K | Hold |
9,277
| – | – | 0.3% | 63 |
|
|
2024
Q2 | $286K | Sell |
9,277
-3,305
| -26% | -$102K | 0.3% | 64 |
|
|
2024
Q1 | $503K | Sell |
12,582
-779
| -6% | -$31.1K | 0.57% | 43 |
|
|
2023
Q4 | $503K | Sell |
13,361
-102
| -0.8% | -$3.84K | 0.62% | 39 |
|
|
2023
Q3 | $614K | Sell |
13,463
-283
| -2% | -$12.9K | 0.86% | 32 |
|
|
2023
Q2 | $654K | Hold |
13,746
| – | – | 0.88% | 29 |
|
|
2023
Q1 | $610K | Sell |
13,746
-101
| -0.7% | -$4.48K | 0.99% | 25 |
|
|
2022
Q4 | $451K | Sell |
13,847
-4,073
| -23% | -$133K | 0.89% | 30 |
|
|
2022
Q3 | $732K | Hold |
17,920
| – | – | 1.1% | 26 |
|
|
2022
Q2 | $849K | Sell |
17,920
-57
| -0.3% | -$2.7K | 1.33% | 24 |
|
|
2022
Q1 | $1.09M | Buy |
17,977
+2,164
| +14% | +$132K | 1.15% | 25 |
|
|
2021
Q4 | $1.03M | Buy |
+15,813
| New | +$1.03M | 0.93% | 31 |
|