D.A. Davidson & Co’s Artisan Partners APAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$250K Hold
6,860
﹤0.01% 1412
2025
Q4
$279K Hold
6,860
﹤0.01% 1337
2025
Q3
$298K Hold
6,860
﹤0.01% 1305
2025
Q2
$304K Hold
6,860
﹤0.01% 1215
2025
Q1
$268K Hold
6,860
﹤0.01% 1219
2024
Q4
$295K Hold
6,860
﹤0.01% 1208
2024
Q3
$297K Hold
6,860
﹤0.01% 1186
2024
Q2
$283K Hold
6,860
﹤0.01% 1188
2024
Q1
$314K Hold
6,860
﹤0.01% 1161
2023
Q4
$303K Hold
6,860
﹤0.01% 1120
2023
Q3
$257K Hold
6,860
﹤0.01% 1136
2023
Q2
$270K Hold
6,860
﹤0.01% 1139
2023
Q1
$214K Hold
6,860
﹤0.01% 1208
2022
Q4
$206K Buy
+6,860
New +$211K ﹤0.01% 1185
2022
Q3
Sell
-6,860
Closed -$244K 1287
2022
Q2
$244K Buy
+6,860
New +$250K ﹤0.01% 1095
2017
Q3
Sell
-3,010
Closed -$92K 1125
2017
Q2
$92K Hold
3,010
﹤0.01% 1298
2017
Q1
$83K Hold
3,010
﹤0.01% 1326
2016
Q4
$89K Hold
3,010
﹤0.01% 1347
2016
Q3
$81K Hold
3,010
﹤0.01% 1306
2016
Q2
$83K Hold
3,010
﹤0.01% 1193
2016
Q1
$92K Hold
3,010
﹤0.01% 1152
2015
Q4
$108K Buy
3,010
+530
+21% +$19.6K ﹤0.01% 1087
2015
Q3
$87K Sell
2,480
-13
-0.5% -$561 ﹤0.01% 1147
2015
Q2
$115K Buy
2,493
+13
+0.5% +$595 ﹤0.01% 1087
2015
Q1
$112K Buy
2,480
+480
+24% +$22.7K ﹤0.01% 1087
2014
Q4
$101K Buy
+2,000
New +$99.8K ﹤0.01% 1116
2014
Q1
Sell
-9
Closed 2096
2013
Q4
$0 Buy
+9
New +$537 ﹤0.01% 2042

Other funds holding APAM