Jones Financial Companies’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Buy |
2,994
+281
| +10% | +$12.5K | ﹤0.01% | 1812 |
|
|
2025
Q1 | $106K | Buy |
2,713
+63
| +2% | +$2.47K | ﹤0.01% | 1749 |
|
|
2024
Q4 | $114K | Buy |
2,650
+470
| +22% | +$20.2K | ﹤0.01% | 1580 |
|
|
2024
Q3 | $94.1K | Buy |
+2,180
| New | +$94.1K | ﹤0.01% | 1426 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | – | – | 534 |
|
|
2022
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 717 |
|
|
2013
Q4 | – | Sell |
-291
| Closed | -$15K | – | 239 |
|
|
2013
Q3 | $15K | Hold |
291
| – | – | ﹤0.01% | 458 |
|
|
2013
Q2 | $15K | Buy |
+291
| New | +$15K | ﹤0.01% | 517 |
|