Legend Financial Advisors’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 | $75.4K | Buy |
+1,700
| New | +$75.4K | 0.05% | 47 |
|
|
2025
Q1 | – | Sell |
-500
| Closed | -$21.5K | – | 45 |
|
|
2024
Q4 | $21.5K | Hold |
500
| – | – | 0.02% | 83 |
|
|
2024
Q3 | $21.7K | Hold |
500
| – | – | 0.02% | 72 |
|
|
2024
Q2 | $20.6K | Hold |
500
| – | – | 0.01% | 97 |
|
|
2024
Q1 | $22.9K | Hold |
500
| – | – | 0.02% | 86 |
|
|
2023
Q4 | $22.1K | Hold |
500
| – | – | 0.02% | 85 |
|
|
2023
Q3 | $18.7K | Hold |
500
| – | – | 0.02% | 97 |
|
|
2023
Q2 | $19.7K | Hold |
500
| – | – | 0.02% | 102 |
|
|
2023
Q1 | $16K | Sell |
500
-500
| -50% | -$16K | 0.01% | 114 |
|
|
2022
Q4 | $29.7K | Hold |
1,000
| – | – | 0.03% | 90 |
|
|
2022
Q3 | $26.9K | Buy |
+1,000
| New | +$26.9K | 0.03% | 83 |
|