Kestra Advisory Services’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 | $358K | Buy |
+8,079
| New | +$358K | ﹤0.01% | 2218 |
|
|
2024
Q3 | – | Sell |
-7,631
| Closed | -$315K | – | 2547 |
|
|
2024
Q2 | $315K | Buy |
7,631
+1,081
| +17% | +$44.6K | ﹤0.01% | 2083 |
|
|
2024
Q1 | $300K | Buy |
+6,550
| New | +$300K | ﹤0.01% | 1995 |
|
|
2022
Q2 | – | Sell |
-5,408
| Closed | -$213K | – | 2136 |
|
|
2022
Q1 | $213K | Buy |
+5,408
| New | +$213K | ﹤0.01% | 1806 |
|
|
2021
Q4 | – | Sell |
-5,591
| Closed | -$274K | – | 2012 |
|
|
2021
Q3 | $274K | Hold |
5,591
| – | – | ﹤0.01% | 1744 |
|
|
2021
Q2 | $284K | Buy |
+5,591
| New | +$284K | ﹤0.01% | 1602 |
|