KWM
Kolinsky Wealth Management’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $263K | Hold |
6,101
| – | – | 0.16% | 125 |
|
|
2024
Q3 | $264K | Buy |
6,101
+10
| +0.2% | +$433 | 0.17% | 132 |
|
|
2024
Q2 | $251K | Hold |
6,091
| – | – | 0.18% | 122 |
|
|
2024
Q1 | $279K | Buy |
6,091
+106
| +2% | +$4.85K | 0.21% | 108 |
|
|
2023
Q4 | $264K | Sell |
5,985
-207
| -3% | -$9.15K | 0.23% | 107 |
|
|
2023
Q3 | $232K | Buy |
+6,192
| New | +$232K | 0.23% | 111 |
|
|
2022
Q3 | – | Sell |
-5,641
| Closed | -$201K | – | 119 |
|
|
2022
Q2 | $201K | Buy |
+5,641
| New | +$201K | 0.24% | 116 |
|