J.P. Morgan Private Wealth Advisors’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $364K | Sell |
9,725
-182
| -2% | -$6.81K | ﹤0.01% | 1379 |
|
|
2023
Q2 | $389K | Sell |
9,907
-4,768
| -32% | -$187K | ﹤0.01% | 1128 |
|
|
2023
Q1 | $469K | Sell |
14,675
-2,221
| -13% | -$71K | ﹤0.01% | 1502 |
|
|
2022
Q4 | $502K | Buy |
16,896
+4,437
| +36% | +$132K | ﹤0.01% | 1477 |
|
|
2022
Q3 | $336K | Buy |
12,459
+3,827
| +44% | +$103K | ﹤0.01% | 1609 |
|
|
2022
Q2 | $307K | Sell |
8,632
-232
| -3% | -$8.25K | ﹤0.01% | 1638 |
|
|
2022
Q1 | $349K | Buy |
8,864
+1,221
| +16% | +$48.1K | ﹤0.01% | 1687 |
|
|
2021
Q4 | $364K | Buy |
7,643
+206
| +3% | +$9.81K | ﹤0.01% | 1666 |
|
|
2021
Q3 | $364K | Buy |
7,437
+205
| +3% | +$10K | ﹤0.01% | 1628 |
|
|
2021
Q2 | $368K | Buy |
7,232
+2,789
| +63% | +$142K | ﹤0.01% | 1607 |
|
|
2021
Q1 | $232K | Sell |
4,443
-1,186
| -21% | -$61.9K | ﹤0.01% | 1629 |
|
|
2020
Q4 | $283K | Buy |
+5,629
| New | +$283K | ﹤0.01% | 1522 |
|
|
2018
Q4 | – | Sell |
-14,705
| Closed | -$476K | – | 1450 |
|
|
2018
Q3 | $476K | Sell |
14,705
-277
| -2% | -$8.97K | ﹤0.01% | 1092 |
|
|
2018
Q2 | $452K | Sell |
14,982
-1,657
| -10% | -$50K | ﹤0.01% | 1045 |
|
|
2018
Q1 | $554K | Sell |
16,639
-118
| -0.7% | -$3.93K | ﹤0.01% | 838 |
|
|
2017
Q4 | $662K | Buy |
16,757
+2,229
| +15% | +$88.1K | ﹤0.01% | 775 |
|
|
2017
Q3 | $474K | Buy |
14,528
+18
| +0.1% | +$587 | ﹤0.01% | 868 |
|
|
2017
Q2 | $445K | Sell |
14,510
-300
| -2% | -$9.2K | ﹤0.01% | 872 |
|
|
2017
Q1 | $409K | Buy |
14,810
+1,738
| +13% | +$48K | ﹤0.01% | 937 |
|
|
2016
Q4 | $389K | Buy |
13,072
+3,774
| +41% | +$112K | ﹤0.01% | 902 |
|
|
2016
Q3 | $252K | Buy |
+9,298
| New | +$252K | ﹤0.01% | 1054 |
|
|
2016
Q1 | – | Sell |
-11,411
| Closed | -$411K | – | 1240 |
|
|
2015
Q4 | $411K | Buy |
11,411
+5,090
| +81% | +$183K | ﹤0.01% | 751 |
|
|
2015
Q3 | $223K | Buy |
+6,321
| New | +$223K | ﹤0.01% | 904 |
|