IFP Advisors’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 | $37.6K | Sell |
1,034
-26
| -2% | -$1.06K | ﹤0.01% | 2406 |
|
|
2025
Q4 | $43.2K | Buy |
1,060
+29
| +3% | +$1.24K | ﹤0.01% | 2270 |
|
|
2025
Q3 | $44.7K | Buy |
1,031
+376
| +57% | +$17.3K | ﹤0.01% | 2133 |
|
|
2025
Q2 | $62.4K | Sell |
655
-336
| -34% | -$13.4K | ﹤0.01% | 1930 |
|
|
2025
Q1 | $38.7K | Sell |
991
-11
| -1% | -$466 | ﹤0.01% | 2013 |
|
|
2024
Q4 | $43.1K | Buy |
1,002
+11
| +1% | +$502 | ﹤0.01% | 1892 |
|
|
2024
Q3 | $42.9K | Buy |
+991
| New | +$40.9K | ﹤0.01% | 1801 |
|
|
2023
Q4 | – | Sell |
-513
| Closed | -$19.2K | – | 3055 |
|
|
2023
Q3 | $19.2K | Hold |
513
| – | – | ﹤0.01% | 1972 |
|
|
2023
Q2 | $20.2K | Hold |
513
| – | – | ﹤0.01% | 1985 |
|
|
2023
Q1 | $16.9K | Sell |
513
-1,691
| -77% | -$56.7K | ﹤0.01% | 2089 |
|
|
2022
Q4 | $73K | Sell |
2,204
-219
| -9% | -$6.73K | ﹤0.01% | 1960 |
|
|
2022
Q3 | $81K | Buy |
2,423
+1,703
| +237% | +$59.9K | ﹤0.01% | 2002 |
|
|
2022
Q2 | $24K | Hold |
720
| – | – | ﹤0.01% | 2685 |
|
|
2022
Q1 | $24K | Sell |
720
-8
| -1% | -$325 | ﹤0.01% | 2685 |
|
|
2021
Q4 | $35K | Buy |
728
+22
| +3% | +$1.06K | ﹤0.01% | 1686 |
|
|
2021
Q3 | $34K | Hold |
706
| – | – | ﹤0.01% | 1741 |
|
|
2021
Q2 | $36K | Sell |
706
-47
| -6% | -$2.47K | ﹤0.01% | 1662 |
|
|
2021
Q1 | $39K | Sell |
753
-12
| -2% | -$612 | ﹤0.01% | 1562 |
|
|
2020
Q4 | $39K | Hold |
765
| – | – | ﹤0.01% | 1532 |
|
|
2020
Q3 | $30K | Hold |
765
| – | – | ﹤0.01% | 1469 |
|
|
2020
Q2 | $24K | Buy |
765
+59
| +8% | +$1.64K | ﹤0.01% | 1492 |
|
|
2020
Q1 | $15K | Buy |
+706
| New | +$21.2K | ﹤0.01% | 1589 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2855 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3090 |
|
|
2019
Q1 | – | Sell |
-401
| Closed | -$9K | – | 2399 |
|
|
2018
Q4 | $9K | Sell |
401
-529
| -57% | -$14.1K | ﹤0.01% | 2542 |
|
|
2018
Q3 | $30K | Buy |
930
+12
| +1% | +$391 | ﹤0.01% | 2203 |
|
|
2018
Q2 | $28K | Buy |
918
+636
| +226% | +$20.6K | ﹤0.01% | 2259 |
|
|
2018
Q1 | $11K | Hold |
282
| – | – | ﹤0.01% | 2711 |
|
|
2017
Q4 | $11K | Sell |
282
-300
| -52% | -$11.1K | ﹤0.01% | 2750 |
|
|
2017
Q3 | $19K | Buy |
582
+524
| +903% | +$16.3K | ﹤0.01% | 2612 |
|
|
2017
Q2 | $2K | Buy |
58
+45
| +346% | +$1.29K | ﹤0.01% | 3696 |
|
|
2017
Q1 | $0 | Sell |
13
-19
| -59% | -$545 | ﹤0.01% | 3977 |
|
|
2016
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 3745 |
|
|
2016
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 3686 |
|
|
2016
Q2 | $1K | Buy |
+32
| New | +$1.01K | ﹤0.01% | 3577 |
|
|
2016
Q1 | – | Sell |
-56
| Closed | -$2K | – | 2400 |
|
|
2015
Q4 | $2K | Buy |
+56
| New | +$2.07K | ﹤0.01% | 3295 |
|
Other funds holding APAM
VPM
VCM
VNIM
CCM