HM Payson & Co’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $26.4K | Sell |
676
-648
| -49% | -$25.3K | ﹤0.01% | 748 |
|
|
2024
Q4 | $57K | Hold |
1,324
| – | – | ﹤0.01% | 623 |
|
|
2024
Q3 | $57.4K | Hold |
1,324
| – | – | ﹤0.01% | 606 |
|
|
2024
Q2 | $54.6K | Hold |
1,324
| – | – | ﹤0.01% | 587 |
|
|
2024
Q1 | $60.6K | Buy |
1,324
+676
| +104% | +$30.9K | ﹤0.01% | 563 |
|
|
2023
Q4 | $28.6K | Hold |
648
| – | – | ﹤0.01% | 680 |
|
|
2023
Q3 | $24.2K | Hold |
648
| – | – | ﹤0.01% | 706 |
|
|
2023
Q2 | $25.5K | Hold |
648
| – | – | ﹤0.01% | 688 |
|
|
2023
Q1 | $20.7K | Buy |
+648
| New | +$20.7K | ﹤0.01% | 707 |
|
|
2022
Q4 | – | Sell |
-648
| Closed | -$17K | – | 939 |
|
|
2022
Q3 | $17K | Hold |
648
| – | – | ﹤0.01% | 717 |
|
|
2022
Q2 | $23K | Hold |
648
| – | – | ﹤0.01% | 690 |
|
|
2022
Q1 | $25K | Buy |
+648
| New | +$25K | ﹤0.01% | 702 |
|
|
2021
Q3 | – | Sell |
-833
| Closed | -$42K | – | 1081 |
|
|
2021
Q2 | $42K | Buy |
+833
| New | +$42K | ﹤0.01% | 614 |
|
|
2020
Q3 | – | Sell |
-300
| Closed | -$10K | – | 1036 |
|
|
2020
Q2 | $10K | Sell |
300
-102
| -25% | -$3.4K | ﹤0.01% | 743 |
|
|
2020
Q1 | $9K | Sell |
402
-5,358
| -93% | -$120K | ﹤0.01% | 741 |
|
|
2019
Q4 | $186K | Sell |
5,760
-936
| -14% | -$30.2K | 0.01% | 398 |
|
|
2019
Q3 | $190K | Sell |
6,696
-715
| -10% | -$20.3K | 0.01% | 388 |
|
|
2019
Q2 | $204K | Buy |
+7,411
| New | +$204K | 0.01% | 389 |
|