JFS Wealth Advisors’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46K | Hold |
33
| – | – | ﹤0.01% | 1475 |
|
|
2025
Q1 | $1.29K | Hold |
33
| – | – | ﹤0.01% | 1600 |
|
|
2024
Q4 | $1.42K | Hold |
33
| – | – | ﹤0.01% | 1598 |
|
|
2024
Q3 | $1.43K | Buy |
33
+1
| +3% | +$43 | ﹤0.01% | 1603 |
|
|
2024
Q2 | $1.32K | Hold |
32
| – | – | ﹤0.01% | 1589 |
|
|
2024
Q1 | $1.47K | Hold |
32
| – | – | ﹤0.01% | 1549 |
|
|
2023
Q4 | $1.41K | Sell |
32
-1
| -3% | -$44 | ﹤0.01% | 1551 |
|
|
2023
Q3 | $1.24K | Buy |
33
+2
| +6% | +$75 | ﹤0.01% | 1530 |
|
|
2023
Q2 | $1.22K | Hold |
31
| – | – | ﹤0.01% | 1543 |
|
|
2023
Q1 | $992 | Buy |
31
+5
| +19% | +$160 | ﹤0.01% | 1586 |
|
|
2022
Q4 | $772 | Buy |
26
+10
| +63% | +$297 | ﹤0.01% | 1656 |
|
|
2022
Q3 | $0 | Sell |
16
-22
| -58% | – | ﹤0.01% | 1726 |
|
|
2022
Q2 | $1K | Buy |
38
+18
| +90% | +$474 | ﹤0.01% | 1455 |
|
|
2022
Q1 | $1K | Buy |
20
+12
| +150% | +$600 | ﹤0.01% | 1562 |
|
|
2021
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1698 |
|