IFP Advisors’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.4K | Sell |
655
-336
| -34% | -$32K | ﹤0.01% | 1930 |
|
|
2025
Q1 | $38.7K | Sell |
991
-11
| -1% | -$430 | ﹤0.01% | 2013 |
|
|
2024
Q4 | $43.1K | Buy |
1,002
+11
| +1% | +$474 | ﹤0.01% | 1892 |
|
|
2024
Q3 | $42.9K | Buy |
+991
| New | +$42.9K | ﹤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% | -$55.5K | ﹤0.01% | 2089 |
|
|
2022
Q4 | $73K | Sell |
2,204
-219
| -9% | -$7.25K | ﹤0.01% | 1960 |
|
|
2022
Q3 | $81K | Buy |
2,423
+1,703
| +237% | +$56.9K | ﹤0.01% | 2003 |
|
|
2022
Q2 | $24K | Hold |
720
| – | – | ﹤0.01% | 2686 |
|
|
2022
Q1 | $24K | Sell |
720
-8
| -1% | -$267 | ﹤0.01% | 2686 |
|
|
2021
Q4 | $35K | Buy |
728
+22
| +3% | +$1.06K | ﹤0.01% | 1657 |
|
|
2021
Q3 | $34K | Hold |
706
| – | – | ﹤0.01% | 1690 |
|
|
2021
Q2 | $36K | Sell |
706
-47
| -6% | -$2.4K | ﹤0.01% | 1661 |
|
|
2021
Q1 | $39K | Sell |
753
-12
| -2% | -$622 | ﹤0.01% | 1558 |
|
|
2020
Q4 | $39K | Hold |
765
| – | – | ﹤0.01% | 1532 |
|
|
2020
Q3 | $30K | Hold |
765
| – | – | ﹤0.01% | 1468 |
|
|
2020
Q2 | $24K | Buy |
765
+59
| +8% | +$1.85K | ﹤0.01% | 1489 |
|
|
2020
Q1 | $15K | Buy |
+706
| New | +$15K | ﹤0.01% | 1581 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2840 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3063 |
|
|
2019
Q1 | – | Sell |
-401
| Closed | -$9K | – | 2394 |
|
|
2018
Q4 | $9K | Sell |
401
-529
| -57% | -$11.9K | ﹤0.01% | 2505 |
|
|
2018
Q3 | $30K | Buy |
930
+12
| +1% | +$387 | ﹤0.01% | 2184 |
|
|
2018
Q2 | $28K | Buy |
918
+636
| +226% | +$19.4K | ﹤0.01% | 2235 |
|
|
2018
Q1 | $11K | Hold |
282
| – | – | ﹤0.01% | 2711 |
|
|
2017
Q4 | $11K | Sell |
282
-300
| -52% | -$11.7K | ﹤0.01% | 2707 |
|
|
2017
Q3 | $19K | Buy |
582
+524
| +903% | +$17.1K | ﹤0.01% | 2581 |
|
|
2017
Q2 | $2K | Buy |
58
+45
| +346% | +$1.55K | ﹤0.01% | 3662 |
|
|
2017
Q1 | $0 | Sell |
13
-19
| -59% | – | ﹤0.01% | 3942 |
|
|
2016
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 3717 |
|
|
2016
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 3669 |
|
|
2016
Q2 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 3565 |
|
|
2016
Q1 | – | Sell |
-56
| Closed | -$2K | – | 2400 |
|
|
2015
Q4 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 3279 |
|