Baldwin Wealth Partners’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$43.3K | – | 276 |
|
|
2024
Q3 | $43.3K | Hold |
1,000
| – | – | ﹤0.01% | 578 |
|
|
2024
Q2 | $41.3K | Hold |
1,000
| – | – | ﹤0.01% | 375 |
|
|
2024
Q1 | $45.8K | Hold |
1,000
| – | – | ﹤0.01% | 378 |
|
|
2023
Q4 | $44.2K | Hold |
1,000
| – | – | ﹤0.01% | 386 |
|
|
2023
Q3 | $37.4K | Hold |
1,000
| – | – | ﹤0.01% | 431 |
|
|
2023
Q2 | $39.3K | Hold |
1,000
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $32K | Hold |
1,000
| – | – | ﹤0.01% | 483 |
|
|
2022
Q4 | $29.7K | Hold |
1,000
| – | – | ﹤0.01% | 491 |
|
|
2022
Q3 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 409 |
|
|
2022
Q2 | $36K | Hold |
1,000
| – | – | ﹤0.01% | 393 |
|
|
2022
Q1 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 406 |
|
|
2021
Q4 | $48K | Hold |
1,000
| – | – | ﹤0.01% | 349 |
|
|
2021
Q3 | $49K | Hold |
1,000
| – | – | 0.01% | 350 |
|
|
2021
Q2 | $51K | Hold |
1,000
| – | – | 0.01% | 353 |
|
|
2021
Q1 | $52K | Hold |
1,000
| – | – | 0.01% | 338 |
|
|
2020
Q4 | $50K | Buy |
+1,000
| New | +$50K | 0.01% | 317 |
|