B. Riley Wealth Advisors’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Buy |
+11,772
| New | +$522K | 0.02% | 505 |
|
|
2024
Q2 | – | Sell |
-5,958
| Closed | -$223K | – | 1392 |
|
|
2024
Q1 | $223K | Buy |
+5,958
| New | +$223K | 0.01% | 1206 |
|
|
2023
Q4 | – | Sell |
-5,958
| Closed | -$223K | – | 1392 |
|
|
2023
Q3 | $223K | Buy |
+5,958
| New | +$223K | 0.01% | 1206 |
|
|
2022
Q1 | – | Sell |
-8,097
| Closed | -$386K | – | 1385 |
|
|
2021
Q4 | $386K | Buy |
8,097
+936
| +13% | +$44.6K | 0.01% | 948 |
|
|
2021
Q3 | $351K | Buy |
7,161
+199
| +3% | +$9.75K | 0.01% | 959 |
|
|
2021
Q2 | $354K | Sell |
6,962
-3,476
| -33% | -$177K | 0.01% | 934 |
|
|
2021
Q1 | $545K | Buy |
10,438
+2,182
| +26% | +$114K | 0.02% | 694 |
|
|
2020
Q4 | $416K | Sell |
8,256
-1,489
| -15% | -$75K | 0.02% | 599 |
|
|
2020
Q3 | $371K | Buy |
+9,745
| New | +$371K | 0.02% | 642 |
|
|
2015
Q1 | – | Sell |
-1,566
| Closed | -$79 | – | 645 |
|
|
2014
Q4 | $79 | Buy |
+1,566
| New | +$79 | ﹤0.01% | 1843 |
|