Zurich Cantonal Bank’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $454K | Buy |
+18,827
| New | +$511K | ﹤0.01% | 1883 |
|
|
2025
Q4 | – | Sell |
-9,074
| Closed | -$323K | – | 2616 |
|
|
2025
Q3 | $277K | Hold |
9,074
| – | – | ﹤0.01% | 2037 |
|
|
2025
Q2 | $271K | Sell |
9,074
-2,252
| -20% | -$67.6K | ﹤0.01% | 2003 |
|
|
2025
Q1 | $326K | Sell |
11,326
-1,328
| -10% | -$43.5K | ﹤0.01% | 1849 |
|
|
2024
Q4 | $417K | Buy |
12,654
+1,203
| +11% | +$43K | ﹤0.01% | 1740 |
|
|
2024
Q3 | $391K | Buy |
11,451
+171
| +2% | +$5.54K | ﹤0.01% | 1711 |
|
|
2024
Q2 | $348K | Buy |
11,280
+2,993
| +36% | +$98.2K | ﹤0.01% | 1741 |
|
|
2024
Q1 | $331K | Sell |
8,287
-383
| -4% | -$13.3K | ﹤0.01% | 1745 |
|
|
2023
Q4 | $327K | Buy |
8,670
+4,490
| +107% | +$175K | ﹤0.01% | 1791 |
|
|
2023
Q3 | $191K | Hold |
4,180
| – | – | ﹤0.01% | 2000 |
|
|
2023
Q2 | $199K | Hold |
4,180
| – | – | ﹤0.01% | 1933 |
|
|
2023
Q1 | $186K | Hold |
4,180
| – | – | ﹤0.01% | 1915 |
|
|
2022
Q4 | $136K | Hold |
4,180
| – | – | ﹤0.01% | 2070 |
|
|
2022
Q3 | $171K | Hold |
4,180
| – | – | ﹤0.01% | 1841 |
|
|
2022
Q2 | $198K | Hold |
4,180
| – | – | ﹤0.01% | 1794 |
|
|
2022
Q1 | $254K | Sell |
4,180
-743
| -15% | -$42.1K | ﹤0.01% | 1740 |
|
|
2021
Q4 | $321K | Buy |
4,923
+1,475
| +43% | +$123K | ﹤0.01% | 1768 |
|
|
2021
Q3 | $319K | Hold |
3,448
| – | – | ﹤0.01% | 1591 |
|
|
2021
Q2 | $475K | Hold |
3,448
| – | – | ﹤0.01% | 1257 |
|
|
2021
Q1 | $458K | Sell |
3,448
-165
| -5% | -$29.2K | ﹤0.01% | 1285 |
|
|
2020
Q4 | $586K | Buy |
3,613
+261
| +8% | +$29.2K | ﹤0.01% | 1190 |
|
|
2020
Q3 | $217K | Hold |
3,352
| – | – | ﹤0.01% | 1534 |
|
|
2020
Q2 | $172K | Buy |
3,352
+1,394
| +71% | +$68K | ﹤0.01% | 1609 |
|
|
2020
Q1 | $79K | Hold |
1,958
| – | – | ﹤0.01% | 1734 |
|
|
2019
Q4 | $75K | Hold |
1,958
| – | – | ﹤0.01% | 1902 |
|
|
2019
Q3 | $93K | Hold |
1,958
| – | – | ﹤0.01% | 1654 |
|
|
2019
Q2 | $71K | Buy |
+1,958
| New | +$67K | ﹤0.01% | 1834 |
|
Other funds holding APPN
VPM
RFM
FP
LECM
VCM