Belpointe Asset Management’s Artisan Partners APAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$223K	Sell	6,134 -894	-13%	-$36.6K	0.01%	969
2025 Q4	$286K	Buy	7,028 +818	+13%	+$34.9K	0.01%	840
2025 Q3	$270K	Buy	6,210 +255	+4%	+$11.8K	0.01%	828
2025 Q2	$264K	Sell	5,955 -586	-9%	-$23.4K	0.01%	793
2025 Q1	$256K	Buy	6,541 +466	+8%	+$19.7K	0.01%	772
2024 Q4	$253K	Hold	6,075	–	–	0.02%	723
2024 Q3	$263K	Hold	6,075	–	–	0.02%	705
2024 Q2	$251K	Buy	6,075 +870	+17%	+$37.5K	0.02%	646
2024 Q1	$238K	Buy	+5,205	New	+$224K	0.02%	689
2023 Q2	–	Sell	-8,694	Closed	-$278K	–	736
2023 Q1	$278K	Buy	8,694 +204	+2%	+$6.84K	0.02%	792
2022 Q4	$252K	Buy	8,490 +3,927	+86%	+$121K	0.02%	787
2022 Q3	$123K	Buy	+4,563	New	+$160K	0.01%	1049
2022 Q2	–	Sell	-5,818	Closed	-$229K	–	1134
2022 Q1	$229K	Buy	5,818 +2	+0%	+$81	0.01%	855
2021 Q4	$278K	Buy	5,816 +25	+0.4%	+$1.2K	0.02%	745
2021 Q3	$283K	Sell	5,791 -21	-0.4%	-$1.06K	0.02%	709
2021 Q2	$296K	Buy	5,812 +2,033	+54%	+$107K	0.02%	672
2021 Q1	$197K	Buy	3,779 +38	+1%	+$1.94K	0.02%	754
2020 Q4	$188K	Buy	+3,741	New	+$170K	0.02%	715