AWM
Avior Wealth Management’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-212
| Closed | -$9.13K | – | 818 |
|
|
2024
Q4 | $9.13K | Sell |
212
-150
| -41% | -$6.46K | ﹤0.01% | 1652 |
|
|
2024
Q3 | $15.7K | Sell |
362
-129
| -26% | -$5.59K | ﹤0.01% | 1425 |
|
|
2024
Q2 | $20.3K | Sell |
491
-13
| -3% | -$536 | ﹤0.01% | 1344 |
|
|
2024
Q1 | $23.1K | Sell |
504
-104
| -17% | -$4.76K | ﹤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 | +$19.4K | ﹤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 | +$436K | 0.1% | 191 |
|