Atria Investments’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $934K | Buy |
21,074
+698
| +3% | +$30.9K | 0.01% | 1071 |
|
2025
Q1 | $797K | Buy |
20,376
+326
| +2% | +$12.7K | 0.01% | 1109 |
|
2024
Q4 | $863K | Buy |
20,050
+2,057
| +11% | +$88.6K | 0.01% | 1056 |
|
2024
Q3 | $779K | Buy |
17,993
+1,023
| +6% | +$44.3K | 0.01% | 1105 |
|
2024
Q2 | $700K | Buy |
+16,970
| New | +$700K | 0.01% | 1129 |
|
2018
Q4 | – | Sell |
-9,736
| Closed | -$320K | – | 880 |
|
2018
Q3 | $320K | Buy |
9,736
+1,104
| +13% | +$36.3K | 0.01% | 751 |
|
2018
Q2 | $260K | Buy |
8,632
+2,543
| +42% | +$76.6K | 0.01% | 781 |
|
2018
Q1 | $203K | Sell |
6,089
-50
| -0.8% | -$1.67K | 0.01% | 816 |
|
2017
Q4 | $242K | Buy |
+6,139
| New | +$242K | 0.01% | 724 |
|