Allworth Financial’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Buy |
2,499
+2,426
| +3,323% | +$108K | ﹤0.01% | 1475 |
|
|
2025
Q1 | $2.71K | Buy |
73
+16
| +28% | +$595 | ﹤0.01% | 3071 |
|
|
2024
Q4 | $2.5K | Sell |
57
-525
| -90% | -$23K | ﹤0.01% | 3076 |
|
|
2024
Q3 | $25.2K | Sell |
582
-30
| -5% | -$1.3K | ﹤0.01% | 1761 |
|
|
2024
Q2 | $25.8K | Hold |
612
| – | – | ﹤0.01% | 1719 |
|
|
2024
Q1 | $28K | Hold |
612
| – | – | ﹤0.01% | 1577 |
|
|
2023
Q4 | $27K | Buy |
612
+537
| +716% | +$23.7K | ﹤0.01% | 1476 |
|
|
2023
Q3 | $2.81K | Sell |
75
-23
| -23% | -$861 | ﹤0.01% | 2378 |
|
|
2023
Q2 | $3.87K | Buy |
98
+43
| +78% | +$1.7K | ﹤0.01% | 2217 |
|
|
2023
Q1 | $1.76K | Buy |
55
+23
| +72% | +$736 | ﹤0.01% | 2457 |
|
|
2022
Q4 | $950 | Sell |
32
-7
| -18% | -$208 | ﹤0.01% | 2489 |
|
|
2022
Q3 | $1K | Buy |
39
+36
| +1,200% | +$923 | ﹤0.01% | 2296 |
|
|
2022
Q2 | $0 | Sell |
3
-14
| -82% | – | ﹤0.01% | 2369 |
|
|
2022
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1870 |
|
|
2020
Q2 | – | Sell |
-216
| Closed | -$5K | – | 1167 |
|
|
2020
Q1 | $5K | Buy |
+216
| New | +$5K | ﹤0.01% | 855 |
|