Global Retirement Partners’s Artisan Partners APAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$55.2K	Buy	1,354 +125	+10%	+$5.33K	﹤0.01%	2299
2025 Q3	$53.3K	Sell	1,229 -209	-15%	-$9.63K	﹤0.01%	1852
2025 Q2	$63.7K	Buy	+1,438	New	+$57.5K	﹤0.01%	1643
2024 Q4	$65.2K	Sell	1,514 -83	-5%	-$3.79K	﹤0.01%	1492
2024 Q3	$69.2K	Sell	1,597 -36	-2%	-$1.49K	﹤0.01%	1399
2024 Q2	$67.4K	Buy	1,633 +232	+17%	+$10K	﹤0.01%	1374
2024 Q1	$64.1K	Hold	1,401	–	–	﹤0.01%	1291
2023 Q4	$58K	Sell	1,401 -314	-18%	-$11.8K	﹤0.01%	1289
2023 Q3	$61.1K	Buy	1,715 +7	+0.4%	+$271	﹤0.01%	1176
2023 Q2	$67.1K	Buy	1,708 +46	+3%	+$1.59K	﹤0.01%	1131
2023 Q1	$54.7K	Buy	1,662 +108	+7%	+$3.62K	﹤0.01%	1193
2022 Q4	$46.2K	Buy	1,554 +1,281	+469%	+$39.4K	﹤0.01%	1125
2022 Q3	$8K	Buy	+273	New	+$9.6K	﹤0.01%	1747