Guinness Asset Management’s Artisan Partners APAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$567K	Sell	15,589 -168	-1%	-$6.87K	0.01%	91
2025 Q4	$657K	Buy	15,757 +3,458	+28%	+$148K	0.01%	90
2025 Q3	$537K	Buy	12,299 +1,382	+13%	+$63.7K	0.01%	89
2025 Q2	$484K	Buy	10,917 +253	+2%	+$10.1K	0.01%	80
2025 Q1	$417K	Sell	10,664 -695	-6%	-$29.4K	0.01%	85
2024 Q4	$489K	Buy	11,359 +4,515	+66%	+$206K	0.01%	98
2024 Q3	$296K	Sell	6,844 -781	-10%	-$32.2K	0.01%	100
2024 Q2	$315K	Sell	7,625 -640	-8%	-$27.6K	0.01%	99
2024 Q1	$378K	Sell	8,265 -812	-9%	-$34.9K	0.01%	102
2023 Q4	$401K	Sell	9,077 -708	-7%	-$26.7K	0.01%	102
2023 Q3	$366K	Sell	9,785 -1,103	-10%	-$42.8K	0.01%	100
2023 Q2	$428K	Sell	10,888 -1,934	-15%	-$66.8K	0.01%	101
2023 Q1	$410K	Buy	12,822 +1,083	+9%	+$36.3K	0.01%	102
2022 Q4	$349K	Hold	11,739	–	–	0.01%	103
2022 Q3	$316K	Sell	11,739 -1,016	-8%	-$35.7K	0.01%	104
2022 Q2	$454K	Sell	12,755 -2,069	-14%	-$75.3K	0.02%	91
2022 Q1	$583K	Sell	14,824 -2,676	-15%	-$109K	0.02%	94
2021 Q4	$834K	Buy	17,500 +5,900	+51%	+$283K	0.03%	82
2021 Q3	$567K	Buy	+11,600	New	+$585K	0.03%	79