B. Riley Wealth Advisors’s Artisan Partners APAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$522K Buy
2024
Q2
Sell
2024
Q1
$223K Buy
2023
Q4
Sell
2023
Q3
$223K Buy
2022
Q1
Sell
2021
Q4
$386K Buy
2021
Q3
$351K Buy
2021
Q2
$354K Sell
2021
Q1
$545K Buy
2020
Q4
$416K Sell
2020
Q3
$371K Buy
2015
Q1
Sell
2014
Q4
$79 Buy