Guardian Wealth Advisors (North Carolina)’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,282
| Closed | -$229K | – | 519 |
|
|
2024
Q3 | $229K | Hold |
5,282
| – | – | 0.02% | 248 |
|
|
2024
Q2 | $218K | Hold |
5,282
| – | – | 0.03% | 247 |
|
|
2024
Q1 | $242K | Sell |
5,282
-435
| -8% | -$19.9K | 0.03% | 239 |
|
|
2023
Q4 | $253K | Hold |
5,717
| – | – | 0.04% | 209 |
|
|
2023
Q3 | $214K | Sell |
5,717
-81
| -1% | -$3.03K | 0.04% | 228 |
|
|
2023
Q2 | $228K | Buy |
+5,798
| New | +$228K | 0.04% | 207 |
|