Belpointe Asset Management’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
5,955
-586
| -9% | -$26K | 0.01% | 793 |
|
|
2025
Q1 | $256K | Buy |
6,541
+466
| +8% | +$18.2K | 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% | +$35.9K | 0.02% | 646 |
|
|
2024
Q1 | $238K | Buy |
+5,205
| New | +$238K | 0.02% | 689 |
|
|
2023
Q2 | – | Sell |
-8,694
| Closed | -$278K | – | 736 |
|
|
2023
Q1 | $278K | Buy |
8,694
+204
| +2% | +$6.52K | 0.02% | 792 |
|
|
2022
Q4 | $252K | Buy |
8,490
+3,927
| +86% | +$117K | 0.02% | 787 |
|
|
2022
Q3 | $123K | Buy |
+4,563
| New | +$123K | 0.01% | 1049 |
|
|
2022
Q2 | – | Sell |
-5,818
| Closed | -$229K | – | 1134 |
|
|
2022
Q1 | $229K | Buy |
5,818
+2
| +0% | +$79 | 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% | -$1.03K | 0.02% | 709 |
|
|
2021
Q2 | $296K | Buy |
5,812
+2,033
| +54% | +$104K | 0.02% | 672 |
|
|
2021
Q1 | $197K | Buy |
3,779
+38
| +1% | +$1.98K | 0.02% | 754 |
|
|
2020
Q4 | $188K | Buy |
+3,741
| New | +$188K | 0.02% | 715 |
|