Carson Wealth (CWM LLC)’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 | $202K | Buy |
5,564
+837
| +18% | +$34.2K | ﹤0.01% | 2734 |
|
|
2025
Q4 | $193K | Buy |
4,727
+157
| +3% | +$6.7K | ﹤0.01% | 2602 |
|
|
2025
Q3 | $198K | Buy |
4,570
+434
| +10% | +$20K | ﹤0.01% | 2451 |
|
|
2025
Q2 | $183K | Buy |
4,136
+2,010
| +95% | +$80.3K | ﹤0.01% | 2247 |
|
|
2025
Q1 | $83K | Buy |
2,126
+925
| +77% | +$39.2K | ﹤0.01% | 2577 |
|
|
2024
Q4 | $52K | Buy |
1,201
+370
| +45% | +$16.9K | ﹤0.01% | 2763 |
|
|
2024
Q3 | $36K | Buy |
831
+267
| +47% | +$11K | ﹤0.01% | 2941 |
|
|
2024
Q2 | $23K | Sell |
564
-88
| -13% | -$3.8K | ﹤0.01% | 3009 |
|
|
2024
Q1 | $30K | Buy |
652
+27
| +4% | +$1.16K | ﹤0.01% | 2631 |
|
|
2023
Q4 | $28K | Sell |
625
-41
| -6% | -$1.55K | ﹤0.01% | 2550 |
|
|
2023
Q3 | $25K | Sell |
666
-159
| -19% | -$6.16K | ﹤0.01% | 2516 |
|
|
2023
Q2 | $32K | Buy |
825
+16
| +2% | +$552 | ﹤0.01% | 2307 |
|
|
2023
Q1 | $26K | Sell |
809
-440
| -35% | -$14.8K | ﹤0.01% | 2309 |
|
|
2022
Q4 | $37K | Buy |
1,249
+478
| +62% | +$14.7K | ﹤0.01% | 1924 |
|
|
2022
Q3 | $21K | Sell |
771
-516
| -40% | -$18.1K | ﹤0.01% | 2181 |
|
|
2022
Q2 | $46K | Buy |
1,287
+692
| +116% | +$25.2K | ﹤0.01% | 1660 |
|
|
2022
Q1 | $23K | Sell |
595
-53
| -8% | -$2.15K | ﹤0.01% | 1981 |
|
|
2021
Q4 | $31K | Buy |
+648
| New | +$31.1K | ﹤0.01% | 1766 |
|
|
2021
Q2 | $22K | Hold |
433
| – | – | ﹤0.01% | 1742 |
|
|
2021
Q1 | $22K | Hold |
433
| – | – | ﹤0.01% | 1742 |
|
|
2020
Q4 | $22K | Hold |
433
| – | – | ﹤0.01% | 1742 |
|
|
2020
Q3 | $22K | Hold |
433
| – | – | ﹤0.01% | 1742 |
|
|
2020
Q2 | $22K | Hold |
433
| – | – | ﹤0.01% | 1742 |
|
|
2020
Q1 | $22K | Hold |
433
| – | – | ﹤0.01% | 1742 |
|
|
2019
Q4 | $22K | Hold |
433
| – | – | ﹤0.01% | 1742 |
|
|
2019
Q3 | $22K | Hold |
433
| – | – | ﹤0.01% | 1742 |
|
|
2019
Q2 | $22K | Hold |
433
| – | – | ﹤0.01% | 1742 |
|
|
2019
Q1 | $22K | Buy |
+433
| New | +$10.6K | ﹤0.01% | 1742 |
|
Other funds holding APAM
VPM
VCM
VNIM
CCM