Financial Gravity Asset Management’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$146 | – | 1482 |
|
|
2024
Q1 | $146 | Buy |
2
+1
| +100% | +$73 | ﹤0.01% | 1678 |
|
|
2023
Q4 | $42 | Buy |
+1
| New | +$42 | ﹤0.01% | 1346 |
|
|
2023
Q1 | – | Sell |
-30
| Closed | -$281 | – | 1148 |
|
|
2022
Q4 | $281 | Buy |
+30
| New | +$281 | ﹤0.01% | 886 |
|
|
2022
Q1 | – | Sell |
-96
| Closed | -$27 | – | 904 |
|
|
2021
Q4 | $27 | Buy |
96
+95
| +9,500% | +$27 | ﹤0.01% | 790 |
|
|
2021
Q3 | $49K | Buy |
+1
| New | +$49K | 0.02% | 573 |
|
|
2020
Q1 | – | Sell |
-150
| Closed | -$5K | – | 1120 |
|
|
2019
Q4 | $5K | Sell |
150
-1,250
| -89% | -$41.7K | ﹤0.01% | 1263 |
|
|
2019
Q3 | $40K | Hold |
1,400
| – | – | 0.03% | 320 |
|
|
2019
Q2 | $39K | Buy |
+1,400
| New | +$39K | 0.03% | 371 |
|