AIA
Affinity Investment Advisors’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,147
| Closed | -$448K | – | 132 |
|
|
2023
Q4 | $448K | Sell |
10,147
-7,420
| -42% | -$328K | 0.3% | 107 |
|
|
2023
Q3 | $657K | Buy |
17,567
+84
| +0.5% | +$3.14K | 0.42% | 85 |
|
|
2023
Q2 | $687K | Buy |
+17,483
| New | +$687K | 0.4% | 92 |
|
|
2022
Q1 | – | Sell |
-18,290
| Closed | -$871K | – | 199 |
|
|
2021
Q4 | $871K | Sell |
18,290
-1
| -0% | -$48 | 0.35% | 105 |
|
|
2021
Q3 | $895K | Hold |
18,291
| – | – | 0.4% | 82 |
|
|
2021
Q2 | $930K | Hold |
18,291
| – | – | 0.42% | 88 |
|
|
2021
Q1 | $954K | Buy |
18,291
+13
| +0.1% | +$678 | 0.35% | 85 |
|
|
2020
Q4 | $920K | Buy |
18,278
+54
| +0.3% | +$2.72K | 0.37% | 74 |
|
|
2020
Q3 | $711K | Buy |
+18,224
| New | +$711K | 0.31% | 79 |
|