Curated Wealth Partners’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $320K | Hold |
|
|||||
|
2025
Q2 | $327K | Hold |
|
|||||
|
2025
Q1 | $288K | Hold |
|
|||||
|
2024
Q4 | $318K | Hold |
|
|||||
|
2024
Q3 | $320K | Hold |
|
|||||
|
2024
Q2 | $304K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $436K | Hold |
|
|||||
|
2023
Q3 | $369K | Hold |
|
|||||
|
2023
Q2 | $388K | Hold |
|
|||||
|
2023
Q1 | $316K | Hold |
|
|||||
|
2022
Q4 | $293K | Sell |
|
|||||
|
2022
Q3 | $272K | Hold |
|
|||||
|
2022
Q2 | $359K | Buy |
|
|||||
|
2022
Q1 | $233K | Hold |
|
|||||
|
2021
Q4 | $233K | Sell |
|
|||||
|
2021
Q3 | $282K | Hold |
|
|||||
|
2021
Q2 | $293K | Buy |
|
|||||
|
2021
Q1 | $280K | Buy |
|
|||||
|
2020
Q4 | $245K | Buy |
|