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Aptus Capital Advisors’s Artisan Partners APAM Stock Holding History

Aptus Capital Advisors’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,335
Closed -$231K – 1413
2024
Q3 		$231K Sell
5,335
-14
-0.3% -$578 ﹤0.01% 731
2024
Q2 		$221K Buy
5,349
+21
+0.4% +$906 ﹤0.01% 716
2024
Q1 		$244K Sell
5,328
-389
-7% -$16.7K 0.01% 684
2023
Q4 		$253K Hold
5,717
– – 0.01% 494
2023
Q3 		$214K Sell
5,717
-81
-1% -$3.14K 0.01% 552
2023
Q2 		$228K Buy
+5,798
New +$200K 0.01% 457
2022
Q2 		– Sell
-5,200
Closed -$205K – 660
2022
Q1 		$205K Hold
5,200
– – 0.01% 419
2021
Q4 		$248K Hold
5,200
– – 0.01% 337
2021
Q3 		$254K Hold
5,200
– – 0.01% 327
2021
Q2 		$264K Hold
5,200
– – 0.01% 328
2021
Q1 		$271K Hold
5,200
– – 0.01% 305
2020
Q4 		$261K Hold
5,200
– – 0.02% 276
2020
Q3 		$202K Buy
+5,200
New +$191K 0.01% 293

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