Annex Advisory Services’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-39,601
| Closed | -$1.18M | – | 248 |
|
|
2022
Q4 | $1.18M | Sell |
39,601
-119,878
| -75% | -$3.56M | 0.07% | 108 |
|
|
2022
Q3 | $4.3M | Buy |
159,479
+9,444
| +6% | +$254K | 0.29% | 58 |
|
|
2022
Q2 | $5.34M | Buy |
150,035
+30,255
| +25% | +$1.08M | 0.39% | 54 |
|
|
2022
Q1 | $4.71M | Buy |
119,780
+24,157
| +25% | +$951K | 0.34% | 54 |
|
|
2021
Q4 | $4.56M | Buy |
95,623
+77,777
| +436% | +$3.7M | 0.31% | 60 |
|
|
2021
Q3 | $873K | Buy |
+17,846
| New | +$873K | 0.07% | 121 |
|