Cerity Partners’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Sell |
9,486
-1,864
| -16% | -$82.6K | ﹤0.01% | 1959 |
|
|
2025
Q1 | $444K | Sell |
11,350
-3,530
| -24% | -$138K | ﹤0.01% | 1830 |
|
|
2024
Q4 | $644K | Sell |
14,880
-377
| -2% | -$16.3K | ﹤0.01% | 1624 |
|
|
2024
Q3 | $661K | Buy |
+15,257
| New | +$661K | ﹤0.01% | 1619 |
|
|
2024
Q2 | – | Sell |
-15,818
| Closed | -$724K | – | 2233 |
|
|
2024
Q1 | $724K | Buy |
+15,818
| New | +$724K | ﹤0.01% | 1424 |
|
|
2023
Q3 | – | Sell |
-10,567
| Closed | -$415K | – | 1405 |
|
|
2023
Q2 | $415K | Buy |
10,567
+2,197
| +26% | +$86.4K | ﹤0.01% | 1259 |
|
|
2023
Q1 | $266K | Buy |
+8,370
| New | +$266K | ﹤0.01% | 1586 |
|
|
2022
Q3 | – | Sell |
-7,041
| Closed | -$251K | – | 1179 |
|
|
2022
Q2 | $251K | Sell |
7,041
-31
| -0.4% | -$1.11K | ﹤0.01% | 979 |
|
|
2022
Q1 | $278K | Buy |
+7,072
| New | +$278K | ﹤0.01% | 753 |
|