Aptus Capital Advisors’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-5,335
| Closed | -$231K | – | 1405 |
|
2024
Q3 | $231K | Sell |
5,335
-14
| -0.3% | -$606 | ﹤0.01% | 730 |
|
2024
Q2 | $221K | Buy |
5,349
+21
| +0.4% | +$867 | ﹤0.01% | 713 |
|
2024
Q1 | $244K | Sell |
5,328
-389
| -7% | -$17.8K | ﹤0.01% | 678 |
|
2023
Q4 | $253K | Hold |
5,717
| – | – | 0.01% | 492 |
|
2023
Q3 | $214K | Sell |
5,717
-81
| -1% | -$3.03K | 0.01% | 549 |
|
2023
Q2 | $228K | Buy |
+5,798
| New | +$228K | 0.01% | 446 |
|
2022
Q2 | – | Sell |
-5,200
| Closed | -$205K | – | 652 |
|
2022
Q1 | $205K | Hold |
5,200
| – | – | 0.01% | 410 |
|
2021
Q4 | $248K | Hold |
5,200
| – | – | 0.01% | 328 |
|
2021
Q3 | $254K | Hold |
5,200
| – | – | 0.01% | 308 |
|
2021
Q2 | $264K | Hold |
5,200
| – | – | 0.01% | 309 |
|
2021
Q1 | $271K | Hold |
5,200
| – | – | 0.01% | 285 |
|
2020
Q4 | $261K | Hold |
5,200
| – | – | 0.01% | 257 |
|
2020
Q3 | $202K | Buy |
+5,200
| New | +$202K | 0.01% | 270 |
|