Marshall Financial Group (Maryland)’s Artisan Partners APAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-21,491	Closed	-$1.05M	–	209
2021 Q3	$1.05M	Buy	21,491 +1,390	+7%	+$68K	0.54%	53
2021 Q2	$1.02M	Sell	20,101 -5,120	-20%	-$260K	0.55%	55
2021 Q1	$1.32M	Buy	25,221 +694	+3%	+$36.2K	0.79%	41
2020 Q4	$1.24M	Buy	+24,527	New	+$1.24M	0.81%	41