IWA
IBEX Wealth Advisors’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-98,645
| Closed | -$4.25M | – | 129 |
|
|
2024
Q4 | $4.25M | Buy |
+98,645
| New | +$4.25M | 0.5% | 62 |
|
|
2024
Q3 | – | Sell |
-77,231
| Closed | -$3.19M | – | 84 |
|
|
2024
Q2 | $3.19M | Buy |
+77,231
| New | +$3.19M | 0.5% | 62 |
|
|
2024
Q1 | – | Sell |
-58
| Closed | -$2.55K | – | 113 |
|
|
2023
Q4 | $2.55K | Sell |
58
-53,820
| -100% | -$2.36M | 0.55% | 59 |
|
|
2023
Q3 | $2.02M | Buy |
+53,878
| New | +$2.02M | 0.51% | 60 |
|
|
2021
Q4 | – | Sell |
-107,488
| Closed | -$5.26M | – | 202 |
|
|
2021
Q3 | $5.26M | Buy |
107,488
+2,827
| +3% | +$138K | 1.01% | 29 |
|
|
2021
Q2 | $5.32M | Buy |
104,661
+2,118
| +2% | +$108K | 1.06% | 27 |
|
|
2021
Q1 | $5.35M | Buy |
+102,543
| New | +$5.35M | 1.32% | 22 |
|
|
2017
Q1 | – | Sell |
-198
| Closed | -$6K | – | 92 |
|
|
2016
Q4 | $6K | Buy |
+198
| New | +$6K | ﹤0.01% | 348 |
|