D.A. Davidson & Co’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
6,860
| – | – | ﹤0.01% | 1214 |
|
|
2025
Q1 | $268K | Hold |
6,860
| – | – | ﹤0.01% | 1218 |
|
|
2024
Q4 | $295K | Hold |
6,860
| – | – | ﹤0.01% | 1208 |
|
|
2024
Q3 | $297K | Hold |
6,860
| – | – | ﹤0.01% | 1185 |
|
|
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% | 1209 |
|
|
2022
Q4 | $206K | Buy |
+6,860
| New | +$206K | ﹤0.01% | 1185 |
|
|
2022
Q3 | – | Sell |
-6,860
| Closed | -$244K | – | 1271 |
|
|
2022
Q2 | $244K | Buy |
+6,860
| New | +$244K | ﹤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% | +$19K | ﹤0.01% | 1087 |
|
|
2015
Q3 | $87K | Sell |
2,480
-13
| -0.5% | -$456 | ﹤0.01% | 1147 |
|
|
2015
Q2 | $115K | Buy |
2,493
+13
| +0.5% | +$600 | ﹤0.01% | 1087 |
|
|
2015
Q1 | $112K | Buy |
2,480
+480
| +24% | +$21.7K | ﹤0.01% | 1087 |
|
|
2014
Q4 | $101K | Buy |
+2,000
| New | +$101K | ﹤0.01% | 1116 |
|
|
2014
Q1 | – | Sell |
-9
| Closed | – | – | 2096 |
|
|
2013
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 2042 |
|