AWM
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Avior Wealth Management’s Artisan Partners APAM Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-212
Closed -$9.13K – 818
2024
Q4 		$9.13K Sell
212
-150
-41% -$6.85K ﹤0.01% 1652
2024
Q3 		$15.7K Sell
362
-129
-26% -$5.32K ﹤0.01% 1425
2024
Q2 		$20.3K Sell
491
-13
-3% -$561 ﹤0.01% 1344
2024
Q1 		$23.1K Sell
504
-104
-17% -$4.47K ﹤0.01% 1540
2023
Q4 		$26.9K Hold
608
– – ﹤0.01% 835
2023
Q3 		$22.8K Hold
608
– – ﹤0.01% 920
2023
Q2 		$23.9K Hold
608
– – ﹤0.01% 909
2023
Q1 		$19.4K Buy
+608
New +$20.4K ﹤0.01% 948
2019
Q1 		– Sell
-11,050
Closed -$244K – 644
2018
Q4 		$244K Hold
11,050
– – 0.06% 269
2018
Q3 		$358K Hold
11,050
– – 0.08% 234
2018
Q2 		$333K Hold
11,050
– – 0.08% 232
2018
Q1 		$368K Hold
11,050
– – 0.09% 204
2017
Q4 		$436K Buy
+11,050
New +$410K 0.1% 191

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