EverSource Wealth Advisors’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
2,545
+1,216
| +91% | +$53.9K | 0.01% | 1136 |
|
|
2025
Q1 | $52K | Buy |
1,329
+701
| +112% | +$27.4K | ﹤0.01% | 1224 |
|
|
2024
Q4 | $27K | Buy |
628
+330
| +111% | +$14.2K | ﹤0.01% | 1478 |
|
|
2024
Q3 | $12.9K | Sell |
298
-44
| -13% | -$1.91K | ﹤0.01% | 1729 |
|
|
2024
Q2 | $15.1K | Buy |
342
+22
| +7% | +$971 | ﹤0.01% | 1643 |
|
|
2024
Q1 | $13.1K | Buy |
320
+304
| +1,900% | +$12.4K | ﹤0.01% | 1564 |
|
|
2023
Q4 | $707 | Buy |
+16
| New | +$707 | ﹤0.01% | 2458 |
|