Geneos Wealth Management’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4K | Sell |
279
-288
| -51% | -$12.8K | ﹤0.01% | 2237 |
|
|
2025
Q1 | $22.2K | Buy |
567
+291
| +105% | +$11.4K | ﹤0.01% | 2282 |
|
|
2024
Q4 | $11.9K | Buy |
276
+8
| +3% | +$344 | ﹤0.01% | 1983 |
|
|
2024
Q3 | $11.6K | Buy |
268
+2
| +0.8% | +$87 | ﹤0.01% | 1776 |
|
|
2024
Q2 | $11K | Buy |
266
+107
| +67% | +$4.41K | ﹤0.01% | 1523 |
|
|
2024
Q1 | $7.28K | Buy |
159
+4
| +3% | +$183 | ﹤0.01% | 1621 |
|
|
2023
Q4 | $6.87K | Buy |
155
+2
| +1% | +$89 | ﹤0.01% | 1643 |
|
|
2023
Q3 | $5.72K | Buy |
153
+3
| +2% | +$112 | ﹤0.01% | 1705 |
|
|
2023
Q2 | $5.91K | Buy |
150
+2
| +1% | +$79 | ﹤0.01% | 1700 |
|
|
2023
Q1 | $4.74K | Sell |
148
-396
| -73% | -$12.7K | ﹤0.01% | 1742 |
|
|
2022
Q4 | $16.2K | Sell |
544
-270
| -33% | -$8.02K | ﹤0.01% | 1398 |
|
|
2022
Q3 | $21K | Sell |
814
-14,689
| -95% | -$379K | ﹤0.01% | 1301 |
|
|
2022
Q2 | $556K | Buy |
15,503
+14,663
| +1,746% | +$526K | 0.03% | 466 |
|
|
2022
Q1 | $33K | Buy |
840
+410
| +95% | +$16.1K | ﹤0.01% | 1547 |
|
|
2021
Q4 | $20K | Buy |
430
+3
| +0.7% | +$140 | ﹤0.01% | 1881 |
|
|
2021
Q3 | $21K | Buy |
427
+302
| +242% | +$14.9K | ﹤0.01% | 1890 |
|
|
2021
Q2 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 2365 |
|
|
2018
Q2 | – | Sell |
-645
| Closed | -$21K | – | 2258 |
|
|
2018
Q1 | $21K | Buy |
645
+25
| +4% | +$814 | ﹤0.01% | 1364 |
|
|
2017
Q4 | $24K | Buy |
+620
| New | +$24K | ﹤0.01% | 1306 |
|