Mackenzie Financial’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 | $729K | Sell |
16,439
-970
| -6% | -$43K | ﹤0.01% | 1103 |
|
|
2025
Q1 | $681K | Sell |
17,409
-25,603
| -60% | -$1M | ﹤0.01% | 1096 |
|
|
2024
Q4 | $1.85M | Buy |
+43,012
| New | +$1.85M | ﹤0.01% | 797 |
|
|
2020
Q3 | – | Sell |
-8,475
| Closed | -$275K | – | 988 |
|
|
2020
Q2 | $275K | Sell |
8,475
-72,809
| -90% | -$2.36M | ﹤0.01% | 884 |
|
|
2020
Q1 | $1.75M | Buy |
+81,284
| New | +$1.75M | 0.01% | 530 |
|
|
2019
Q4 | – | Sell |
-11,180
| Closed | -$316K | – | 1076 |
|
|
2019
Q3 | $316K | Hold |
11,180
| – | – | ﹤0.01% | 882 |
|
|
2019
Q2 | $308K | Hold |
11,180
| – | – | ﹤0.01% | 953 |
|
|
2019
Q1 | $281K | Sell |
11,180
-20,474
| -65% | -$515K | ﹤0.01% | 1117 |
|
|
2018
Q4 | $700K | Hold |
31,654
| – | – | ﹤0.01% | 872 |
|
|
2018
Q3 | $1.03M | Hold |
31,654
| – | – | ﹤0.01% | 750 |
|
|
2018
Q2 | $954K | Sell |
31,654
-20,392
| -39% | -$615K | ﹤0.01% | 687 |
|
|
2018
Q1 | $1.73M | Sell |
52,046
-16,611
| -24% | -$553K | ﹤0.01% | 584 |
|
|
2017
Q4 | $2.71M | Buy |
+68,657
| New | +$2.71M | 0.01% | 493 |
|