Concourse Financial Group Securities’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,985
| Closed | -$87K | – | 389 |
|
|
2024
Q4 | $87K | Buy |
1,985
+500
| +34% | +$21.9K | ﹤0.01% | 991 |
|
|
2024
Q3 | $64.3K | Hold |
1,485
| – | – | ﹤0.01% | 1088 |
|
|
2024
Q2 | $61.3K | Hold |
1,485
| – | – | ﹤0.01% | 1096 |
|
|
2024
Q1 | $68K | Hold |
1,485
| – | – | ﹤0.01% | 1062 |
|
|
2023
Q4 | $65.6K | Sell |
1,485
-29
| -2% | -$1.28K | ﹤0.01% | 1038 |
|
|
2023
Q3 | $56.7K | Hold |
1,514
| – | – | ﹤0.01% | 1035 |
|
|
2023
Q2 | $59.5K | Buy |
1,514
+29
| +2% | +$1.14K | ﹤0.01% | 1029 |
|
|
2023
Q1 | $47.5K | Hold |
1,485
| – | – | ﹤0.01% | 1118 |
|
|
2022
Q4 | $44.1K | Hold |
1,485
| – | – | ﹤0.01% | 1133 |
|
|
2022
Q3 | $40K | Buy |
+1,485
| New | +$40K | ﹤0.01% | 1033 |
|
|
2022
Q2 | – | Sell |
-528
| Closed | -$21K | – | 2410 |
|
|
2022
Q1 | $21K | Buy |
528
+169
| +47% | +$6.72K | ﹤0.01% | 1460 |
|
|
2021
Q4 | $17K | Buy |
359
+79
| +28% | +$3.74K | ﹤0.01% | 1688 |
|
|
2021
Q3 | $14K | Buy |
280
+78
| +39% | +$3.9K | ﹤0.01% | 1760 |
|
|
2021
Q2 | $10K | Buy |
202
+40
| +25% | +$1.98K | ﹤0.01% | 1858 |
|
|
2021
Q1 | $8K | Buy |
162
+147
| +980% | +$7.26K | ﹤0.01% | 1807 |
|
|
2020
Q4 | $1K | Sell |
15
-13
| -46% | -$867 | ﹤0.01% | 2151 |
|
|
2020
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 2055 |
|
|
2020
Q2 | $1K | Sell |
28
-22
| -44% | -$786 | ﹤0.01% | 1968 |
|
|
2020
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 1987 |
|
|
2019
Q4 | $2K | Buy |
50
+35
| +233% | +$1.4K | ﹤0.01% | 1859 |
|
|
2019
Q3 | $0 | Sell |
15
-35
| -70% | – | ﹤0.01% | 1928 |
|
|
2019
Q2 | $1K | Sell |
50
-24
| -32% | -$480 | ﹤0.01% | 2085 |
|
|
2019
Q1 | $1K | Buy |
74
+4
| +6% | +$54 | ﹤0.01% | 2118 |
|
|
2018
Q4 | $1K | Sell |
70
-11
| -14% | -$157 | ﹤0.01% | 1979 |
|
|
2018
Q3 | $3K | Buy |
+81
| New | +$3K | ﹤0.01% | 1494 |
|