TFC Financial Management’s Appian APPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1
Closed -$29 982
2025
Q1
$29 Hold
1
﹤0.01% 928
2024
Q4
$33 Hold
1
﹤0.01% 933
2024
Q3
$35 Hold
1
﹤0.01% 949
2024
Q2
$31 Buy
+1
New +$31 ﹤0.01% 941
2021
Q2
Sell
-27
Closed -$4K 573
2021
Q1
$4K Buy
+27
New +$4K ﹤0.01% 376