Integrated Investment Consultants’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,125
| Closed | -$265K | – | 301 |
|
2024
Q3 | $265K | Sell |
6,125
-6,034
| -50% | -$261K | 0.06% | 254 |
|
2024
Q2 | $557K | Hold |
12,159
| – | – | 0.15% | 115 |
|
2024
Q1 | $557K | Buy |
12,159
+1,140
| +10% | +$52.2K | 0.15% | 115 |
|
2023
Q4 | $487K | Buy |
11,019
+1,181
| +12% | +$52.2K | 0.15% | 125 |
|
2023
Q3 | $368K | Buy |
9,838
+3,323
| +51% | +$124K | 0.13% | 134 |
|
2023
Q2 | $256K | Buy |
6,515
+146
| +2% | +$5.74K | 0.08% | 221 |
|
2023
Q1 | $204K | Buy |
+6,369
| New | +$204K | 0.06% | 256 |
|
2021
Q4 | – | Sell |
-4,445
| Closed | -$217K | – | 292 |
|
2021
Q3 | $217K | Hold |
4,445
| – | – | 0.06% | 263 |
|
2021
Q2 | $226K | Buy |
+4,445
| New | +$226K | 0.07% | 251 |
|