Glassman Wealth Services’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-82
| Closed | -$3.62K | – | 304 |
|
|
2023
Q4 | $3.62K | Sell |
82
-4
| -5% | -$177 | ﹤0.01% | 1165 |
|
|
2023
Q3 | $3.22K | Hold |
86
| – | – | ﹤0.01% | 1198 |
|
|
2023
Q2 | $3.38K | Hold |
86
| – | – | ﹤0.01% | 1102 |
|
|
2023
Q1 | $2.75K | Hold |
86
| – | – | ﹤0.01% | 1161 |
|
|
2022
Q4 | $2.55K | Buy |
86
+23
| +37% | +$683 | ﹤0.01% | 1200 |
|
|
2022
Q3 | $2K | Sell |
63
-1
| -2% | -$32 | ﹤0.01% | 1179 |
|
|
2022
Q2 | $2K | Sell |
64
-23
| -26% | -$719 | ﹤0.01% | 1196 |
|
|
2022
Q1 | $3K | Buy |
87
+28
| +47% | +$966 | ﹤0.01% | 1097 |
|
|
2021
Q4 | $3K | Hold |
59
| – | – | ﹤0.01% | 1073 |
|
|
2021
Q3 | $3K | Hold |
59
| – | – | ﹤0.01% | 1050 |
|
|
2021
Q2 | $3K | Hold |
59
| – | – | ﹤0.01% | 1027 |
|
|
2021
Q1 | $3K | Hold |
59
| – | – | ﹤0.01% | 973 |
|
|
2020
Q4 | $3K | Hold |
59
| – | – | ﹤0.01% | 948 |
|
|
2020
Q3 | $2K | Hold |
59
| – | – | ﹤0.01% | 958 |
|
|
2020
Q2 | $2K | Sell |
59
-10
| -14% | -$339 | ﹤0.01% | 818 |
|
|
2020
Q1 | $1K | Buy |
69
+14
| +25% | +$203 | ﹤0.01% | 798 |
|
|
2019
Q4 | $2K | Hold |
55
| – | – | ﹤0.01% | 725 |
|
|
2019
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 666 |
|
|
2019
Q2 | $2K | Hold |
55
| – | – | ﹤0.01% | 688 |
|
|
2019
Q1 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 756 |
|