DWM
Dogwood Wealth Management’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Sell |
10,841
-5,145
| -32% | -$240K | 0.25% | 71 |
|
|
2025
Q1 | $625K | Buy |
15,986
+3,194
| +25% | +$125K | 0.33% | 75 |
|
|
2024
Q4 | $551K | Buy |
12,792
+993
| +8% | +$42.7K | 0.29% | 75 |
|
|
2024
Q3 | $511K | Buy |
11,799
+7,040
| +148% | +$305K | 0.29% | 63 |
|
|
2024
Q2 | $196K | Buy |
4,759
+2,373
| +99% | +$97.9K | 0.12% | 81 |
|
|
2024
Q1 | $109K | Buy |
2,386
+572
| +32% | +$26.2K | 0.07% | 99 |
|
|
2023
Q4 | $80.1K | Buy |
+1,814
| New | +$80.1K | 0.06% | 108 |
|