Kingsview Wealth Management’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,064
| Closed | -$578K | – | 907 |
|
|
2023
Q1 | $578K | Buy |
18,064
+7,049
| +64% | +$225K | 0.02% | 534 |
|
|
2022
Q4 | $327K | Buy |
11,015
+1,437
| +15% | +$42.7K | 0.01% | 635 |
|
|
2022
Q3 | $258K | Buy |
+9,578
| New | +$258K | 0.01% | 679 |
|
|
2022
Q2 | – | Sell |
-17,887
| Closed | -$704K | – | 811 |
|
|
2022
Q1 | $704K | Buy |
17,887
+1,349
| +8% | +$53.1K | 0.03% | 494 |
|
|
2021
Q4 | $788K | Buy |
16,538
+2,830
| +21% | +$135K | 0.03% | 460 |
|
|
2021
Q3 | $671K | Buy |
13,708
+532
| +4% | +$26K | 0.03% | 480 |
|
|
2021
Q2 | $677K | Buy |
13,176
+6,848
| +108% | +$352K | 0.03% | 479 |
|
|
2021
Q1 | $332K | Buy |
+6,328
| New | +$332K | 0.02% | 607 |
|