AWM
Ariadne Wealth Management’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
8,522
-129
| -1% | -$6.24K | 0.2% | 110 |
|
|
2025
Q1 | $353K | Buy |
8,651
+1,601
| +23% | +$65.4K | 0.18% | 122 |
|
|
2024
Q4 | $314K | Buy |
7,050
+2,131
| +43% | +$94.9K | 0.14% | 140 |
|
|
2024
Q3 | $237K | Buy |
+4,919
| New | +$237K | 0.13% | 167 |
|