LPL Financial’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.78M | Sell |
48,928
-2,799
| -5% | -$114K | ﹤0.01% | 3634 |
|
|
2025
Q4 | $2.11M | Sell |
51,727
-1,136
| -2% | -$48.5K | ﹤0.01% | 3362 |
|
|
2025
Q3 | $2.29M | Sell |
52,863
-144
| -0.3% | -$6.64K | ﹤0.01% | 3193 |
|
|
2025
Q2 | $2.35M | Buy |
53,007
+11,666
| +28% | +$466K | ﹤0.01% | 2978 |
|
|
2025
Q1 | $1.62M | Sell |
41,341
-2,118
| -5% | -$89.7K | ﹤0.01% | 3138 |
|
|
2024
Q4 | $1.87M | Sell |
43,459
-4,912
| -10% | -$224K | ﹤0.01% | 2921 |
|
|
2024
Q3 | $2.1M | Sell |
48,371
-17,868
| -27% | -$737K | ﹤0.01% | 2689 |
|
|
2024
Q2 | $2.73M | Buy |
66,239
+12,433
| +23% | +$537K | ﹤0.01% | 2338 |
|
|
2024
Q1 | $2.46M | Buy |
53,806
+47,910
| +813% | +$2.06M | ﹤0.01% | 2360 |
|
|
2023
Q4 | $260K | Sell |
5,896
-861
| -13% | -$32.5K | ﹤0.01% | 4202 |
|
|
2023
Q3 | $253K | Sell |
6,757
-2,867
| -30% | -$111K | ﹤0.01% | 4068 |
|
|
2023
Q2 | $378K | Sell |
9,624
-23,759
| -71% | -$820K | ﹤0.01% | 3678 |
|
|
2023
Q1 | $1.07M | Buy |
33,383
+1,711
| +5% | +$57.4K | ﹤0.01% | 2699 |
|
|
2022
Q4 | $941K | Sell |
31,672
-674
| -2% | -$20.7K | ﹤0.01% | 2699 |
|
|
2022
Q3 | $871K | Buy |
32,346
+7,679
| +31% | +$270K | ﹤0.01% | 2655 |
|
|
2022
Q2 | $877K | Buy |
24,667
+2,137
| +9% | +$77.7K | ﹤0.01% | 2680 |
|
|
2022
Q1 | $887K | Buy |
22,530
+86
| +0.4% | +$3.49K | ﹤0.01% | 2703 |
|
|
2021
Q4 | $1.07M | Sell |
22,444
-1,730
| -7% | -$83.1K | ﹤0.01% | 2599 |
|
|
2021
Q3 | $1.18M | Sell |
24,174
-11,094
| -31% | -$560K | ﹤0.01% | 2484 |
|
|
2021
Q2 | $1.79M | Buy |
35,268
+23,745
| +206% | +$1.25M | ﹤0.01% | 2066 |
|
|
2021
Q1 | $601K | Buy |
11,523
+4,639
| +67% | +$237K | ﹤0.01% | 2864 |
|
|
2020
Q4 | $347K | Buy |
+6,884
| New | +$313K | ﹤0.01% | 3092 |
|
|
2020
Q1 | – | Sell |
-9,152
| Closed | -$296K | – | 3217 |
|
|
2019
Q4 | $296K | Buy |
9,152
+1,224
| +15% | +$35.3K | ﹤0.01% | 2782 |
|
|
2019
Q3 | $224K | Sell |
7,928
-1,969
| -20% | -$55.1K | ﹤0.01% | 2906 |
|
|
2019
Q2 | $272K | Sell |
9,897
-1,147
| -10% | -$30.5K | ﹤0.01% | 2782 |
|
|
2019
Q1 | $279K | Buy |
11,044
+745
| +7% | +$18.2K | ﹤0.01% | 2703 |
|
|
2018
Q4 | $228K | Buy |
+10,299
| New | +$275K | ﹤0.01% | 2705 |
|
Other funds holding APAM
VPM
VCM
VNIM
CCM