Carson Wealth (CWM LLC)’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Buy |
4,136
+2,010
| +95% | +$88.9K | ﹤0.01% | 2245 |
|
|
2025
Q1 | $83K | Buy |
2,126
+925
| +77% | +$36.1K | ﹤0.01% | 2575 |
|
|
2024
Q4 | $52K | Buy |
1,201
+370
| +45% | +$16K | ﹤0.01% | 2761 |
|
|
2024
Q3 | $36K | Buy |
831
+267
| +47% | +$11.6K | ﹤0.01% | 2939 |
|
|
2024
Q2 | $23K | Sell |
564
-88
| -13% | -$3.59K | ﹤0.01% | 3007 |
|
|
2024
Q1 | $30K | Buy |
652
+27
| +4% | +$1.24K | ﹤0.01% | 2629 |
|
|
2023
Q4 | $28K | Sell |
625
-41
| -6% | -$1.84K | ﹤0.01% | 2548 |
|
|
2023
Q3 | $25K | Sell |
666
-159
| -19% | -$5.97K | ﹤0.01% | 2515 |
|
|
2023
Q2 | $32K | Buy |
825
+16
| +2% | +$621 | ﹤0.01% | 2304 |
|
|
2023
Q1 | $26K | Sell |
809
-440
| -35% | -$14.1K | ﹤0.01% | 2307 |
|
|
2022
Q4 | $37K | Buy |
1,249
+478
| +62% | +$14.2K | ﹤0.01% | 1922 |
|
|
2022
Q3 | $21K | Sell |
771
-516
| -40% | -$14.1K | ﹤0.01% | 2178 |
|
|
2022
Q2 | $46K | Buy |
1,287
+692
| +116% | +$24.7K | ﹤0.01% | 1658 |
|
|
2022
Q1 | $23K | Sell |
595
-53
| -8% | -$2.05K | ﹤0.01% | 1978 |
|
|
2021
Q4 | $31K | Buy |
+648
| New | +$31K | ﹤0.01% | 1764 |
|
|
2021
Q2 | $22K | Hold |
433
| – | – | ﹤0.01% | 1738 |
|
|
2021
Q1 | $22K | Hold |
433
| – | – | ﹤0.01% | 1738 |
|
|
2020
Q4 | $22K | Hold |
433
| – | – | ﹤0.01% | 1738 |
|
|
2020
Q3 | $22K | Hold |
433
| – | – | ﹤0.01% | 1738 |
|
|
2020
Q2 | $22K | Hold |
433
| – | – | ﹤0.01% | 1738 |
|
|
2020
Q1 | $22K | Hold |
433
| – | – | ﹤0.01% | 1738 |
|
|
2019
Q4 | $22K | Hold |
433
| – | – | ﹤0.01% | 1738 |
|
|
2019
Q3 | $22K | Hold |
433
| – | – | ﹤0.01% | 1738 |
|
|
2019
Q2 | $22K | Hold |
433
| – | – | ﹤0.01% | 1738 |
|
|
2019
Q1 | $22K | Buy |
+433
| New | +$22K | ﹤0.01% | 1738 |
|