Venturi Wealth Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-321
| Closed | -$10.6K | – | 638 |
|
|
2024
Q4 | $10.6K | Sell |
321
-152
| -32% | -$5.01K | ﹤0.01% | 1419 |
|
|
2024
Q3 | $16.1K | Buy |
473
+152
| +47% | +$5.19K | ﹤0.01% | 1074 |
|
|
2024
Q2 | $9.91K | Hold |
321
| – | – | ﹤0.01% | 1106 |
|
|
2024
Q1 | $12.8K | Sell |
321
-2,700
| -89% | -$108K | ﹤0.01% | 865 |
|
|
2023
Q4 | $114K | Hold |
3,021
| – | – | 0.01% | 398 |
|
|
2023
Q3 | $138K | Buy |
3,021
+200
| +7% | +$9.12K | 0.01% | 367 |
|
|
2023
Q2 | $134K | Buy |
2,821
+200
| +8% | +$9.52K | 0.01% | 345 |
|
|
2023
Q1 | $116K | Buy |
+2,621
| New | +$116K | 0.01% | 385 |
|