AssetMark Inc’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29K | Buy |
+29
| New | +$1.29K | ﹤0.01% | 2554 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$187 | – | 1843 |
|
|
2023
Q3 | $187 | Buy |
+5
| New | +$187 | ﹤0.01% | 1632 |
|
|
2019
Q1 | – | Sell |
-1,999
| Closed | -$44K | – | 1336 |
|
|
2018
Q4 | $44K | Sell |
1,999
-187
| -9% | -$4.12K | ﹤0.01% | 715 |
|
|
2018
Q3 | $71K | Buy |
2,186
+48
| +2% | +$1.56K | ﹤0.01% | 665 |
|
|
2018
Q2 | $64K | Buy |
2,138
+1,850
| +642% | +$55.4K | ﹤0.01% | 665 |
|
|
2018
Q1 | $10K | Sell |
288
-1,457
| -83% | -$50.6K | ﹤0.01% | 1037 |
|
|
2017
Q4 | $69K | Buy |
1,745
+1,680
| +2,585% | +$66.4K | ﹤0.01% | 697 |
|
|
2017
Q3 | $2K | Buy |
65
+1
| +2% | +$31 | ﹤0.01% | 1254 |
|
|
2017
Q2 | $2K | Hold |
64
| – | – | ﹤0.01% | 1210 |
|
|
2017
Q1 | $2K | Hold |
64
| – | – | ﹤0.01% | 1121 |
|
|
2016
Q4 | $2K | Sell |
64
-23
| -26% | -$719 | ﹤0.01% | 1122 |
|
|
2016
Q3 | $2K | Buy |
87
+6
| +7% | +$138 | ﹤0.01% | 1113 |
|
|
2016
Q2 | $2K | Hold |
81
| – | – | ﹤0.01% | 1088 |
|
|
2016
Q1 | $3K | Buy |
81
+32
| +65% | +$1.19K | ﹤0.01% | 1025 |
|
|
2015
Q4 | $2K | Buy |
49
+45
| +1,125% | +$1.84K | ﹤0.01% | 1071 |
|
|
2015
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 717 |
|