CWP
Curated Wealth Partners’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Hold |
7,377
| – | – | 0.04% | 120 |
|
|
2025
Q1 | $288K | Hold |
7,377
| – | – | 0.04% | 126 |
|
|
2024
Q4 | $318K | Hold |
7,377
| – | – | 0.04% | 111 |
|
|
2024
Q3 | $320K | Hold |
7,377
| – | – | 0.04% | 103 |
|
|
2024
Q2 | $304K | Buy |
+7,377
| New | +$304K | 0.04% | 109 |
|
|
2024
Q1 | – | Sell |
-9,872
| Closed | -$436K | – | 15 |
|
|
2023
Q4 | $436K | Hold |
9,872
| – | – | 0.07% | 96 |
|
|
2023
Q3 | $369K | Hold |
9,872
| – | – | 0.07% | 91 |
|
|
2023
Q2 | $388K | Hold |
9,872
| – | – | 0.08% | 85 |
|
|
2023
Q1 | $316K | Hold |
9,872
| – | – | 0.07% | 97 |
|
|
2022
Q4 | $293K | Sell |
9,872
-238
| -2% | -$7.07K | 0.07% | 96 |
|
|
2022
Q3 | $272K | Hold |
10,110
| – | – | 0.08% | 102 |
|
|
2022
Q2 | $359K | Buy |
10,110
+5,245
| +108% | +$186K | 0.11% | 86 |
|
|
2022
Q1 | $233K | Hold |
4,865
| – | – | 0.08% | 125 |
|
|
2021
Q4 | $233K | Sell |
4,865
-892
| -15% | -$42.7K | 0.08% | 129 |
|
|
2021
Q3 | $282K | Hold |
5,757
| – | – | 0.16% | 116 |
|
|
2021
Q2 | $293K | Buy |
5,757
+388
| +7% | +$19.7K | 0.16% | 113 |
|
|
2021
Q1 | $280K | Buy |
5,369
+504
| +10% | +$26.3K | 0.17% | 111 |
|
|
2020
Q4 | $245K | Buy |
+4,865
| New | +$245K | 0.16% | 122 |
|