Lee Financial’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-135
| Closed | -$4.01K | – | 802 |
|
|
2022
Q4 | $4.01K | Hold |
135
| – | – | ﹤0.01% | 582 |
|
|
2022
Q3 | $4K | Hold |
135
| – | – | ﹤0.01% | 557 |
|
|
2022
Q2 | $5K | Hold |
135
| – | – | ﹤0.01% | 545 |
|
|
2022
Q1 | $5K | Hold |
135
| – | – | ﹤0.01% | 503 |
|
|
2021
Q4 | $6K | Sell |
135
-5
| -4% | -$222 | ﹤0.01% | 564 |
|
|
2021
Q3 | $7K | Hold |
140
| – | – | ﹤0.01% | 455 |
|
|
2021
Q2 | $7K | Hold |
140
| – | – | ﹤0.01% | 435 |
|
|
2021
Q1 | $7K | Hold |
140
| – | – | ﹤0.01% | 415 |
|
|
2020
Q4 | $7K | Hold |
140
| – | – | ﹤0.01% | 401 |
|
|
2020
Q3 | $5K | Hold |
140
| – | – | ﹤0.01% | 458 |
|
|
2020
Q2 | $5K | Hold |
140
| – | – | ﹤0.01% | 428 |
|
|
2020
Q1 | $3K | Hold |
140
| – | – | ﹤0.01% | 402 |
|
|
2019
Q4 | $5K | Hold |
140
| – | – | ﹤0.01% | 407 |
|
|
2019
Q3 | $4K | Hold |
140
| – | – | ﹤0.01% | 430 |
|
|
2019
Q2 | $4K | Hold |
140
| – | – | ﹤0.01% | 435 |
|
|
2019
Q1 | $4K | Hold |
140
| – | – | ﹤0.01% | 419 |
|
|
2018
Q4 | $3K | Hold |
140
| – | – | ﹤0.01% | 388 |
|
|
2018
Q3 | $5K | Sell |
140
-137
| -49% | -$4.89K | ﹤0.01% | 399 |
|
|
2018
Q2 | $8K | Hold |
277
| – | – | ﹤0.01% | 523 |
|
|
2018
Q1 | $10K | Buy |
277
+137
| +98% | +$4.95K | ﹤0.01% | 462 |
|
|
2017
Q4 | $6K | Hold |
140
| – | – | ﹤0.01% | 410 |
|
|
2017
Q3 | $5K | Hold |
140
| – | – | ﹤0.01% | 403 |
|
|
2017
Q2 | $4K | Hold |
140
| – | – | ﹤0.01% | 410 |
|
|
2017
Q1 | $4K | Hold |
140
| – | – | ﹤0.01% | 353 |
|
|
2016
Q4 | $4K | Buy |
+140
| New | +$4K | ﹤0.01% | 374 |
|