C.M. Bidwell & Associates’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-82
| Closed | -$3.75K | – | 482 |
|
|
2024
Q1 | $3.75K | Buy |
+82
| New | +$3.75K | ﹤0.01% | 357 |
|
|
2023
Q3 | – | Sell |
-3,578
| Closed | -$141K | – | 522 |
|
|
2023
Q2 | $141K | Hold |
3,578
| – | – | 0.1% | 173 |
|
|
2023
Q1 | $114K | Buy |
+3,578
| New | +$114K | 0.09% | 212 |
|
|
2021
Q4 | – | Sell |
-1,060
| Closed | -$52K | – | 549 |
|
|
2021
Q3 | $52K | Sell |
1,060
-2,639
| -71% | -$129K | 0.03% | 297 |
|
|
2021
Q2 | $188K | Buy |
3,699
+115
| +3% | +$5.85K | 0.12% | 155 |
|
|
2021
Q1 | $187K | Buy |
3,584
+769
| +27% | +$40.1K | 0.14% | 145 |
|
|
2020
Q4 | $142K | Buy |
2,815
+2,410
| +595% | +$122K | 0.12% | 182 |
|
|
2020
Q3 | $16K | Buy |
+405
| New | +$16K | 0.01% | 312 |
|
|
2019
Q3 | – | Sell |
-2,990
| Closed | -$82K | – | 416 |
|
|
2019
Q2 | $82K | Hold |
2,990
| – | – | 0.08% | 194 |
|
|
2019
Q1 | $75K | Buy |
+2,990
| New | +$75K | 0.07% | 209 |
|
|
2014
Q1 | – | Sell |
-3,090
| Closed | -$201K | – | 218 |
|
|
2013
Q4 | $201K | Buy |
+3,090
| New | +$201K | 0.05% | 160 |
|