CIBC Private Wealth Group’s Artisan Partners APAM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $621 | Sell |
14
-133
| -90% | -$5.9K | ﹤0.01% | 2815 |
|
2025
Q1 | $4.98K | Sell |
147
-148
| -50% | -$5.01K | ﹤0.01% | 2457 |
|
2024
Q4 | $12.4K | Buy |
295
+135
| +84% | +$5.67K | ﹤0.01% | 2204 |
|
2024
Q3 | $6.93K | Hold |
160
| – | – | ﹤0.01% | 2510 |
|
2024
Q2 | $6.28K | Hold |
160
| – | – | ﹤0.01% | 2447 |
|
2024
Q1 | $7.28K | Buy |
+160
| New | +$7.28K | ﹤0.01% | 2396 |
|
2018
Q3 | – | Sell |
-14
| Closed | – | – | 1009 |
|
2018
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 1954 |
|
2018
Q1 | $0 | Sell |
14
-485
| -97% | – | ﹤0.01% | 1930 |
|
2017
Q4 | $20K | Buy |
+499
| New | +$20K | ﹤0.01% | 1400 |
|