CGA
Crescent Grove Advisors’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Hold |
6,000
| – | – | 0.03% | 244 |
|
|
2025
Q1 | $235K | Hold |
6,000
| – | – | 0.02% | 242 |
|
|
2024
Q4 | $258K | Sell |
6,000
-5,200
| -46% | -$224K | 0.03% | 240 |
|
|
2024
Q3 | $485K | Hold |
11,200
| – | – | 0.05% | 168 |
|
|
2024
Q2 | $462K | Sell |
11,200
-1,400
| -11% | -$57.8K | 0.05% | 172 |
|
|
2024
Q1 | $577K | Buy |
12,600
+800
| +7% | +$36.6K | 0.06% | 166 |
|
|
2023
Q4 | $521K | Sell |
11,800
-1,800
| -13% | -$79.5K | 0.06% | 167 |
|
|
2023
Q3 | $509K | Hold |
13,600
| – | – | 0.06% | 170 |
|
|
2023
Q2 | $535K | Sell |
13,600
-4,050
| -23% | -$159K | 0.06% | 164 |
|
|
2023
Q1 | $564K | Hold |
17,650
| – | – | 0.07% | 155 |
|
|
2022
Q4 | $524K | Sell |
17,650
-1,650
| -9% | -$49K | 0.05% | 171 |
|
|
2022
Q3 | $520K | Buy |
+19,300
| New | +$520K | 0.06% | 155 |
|