MC
McMorgan & Co’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-33,348
| Closed | -$1.53M | – | 57 |
|
|
2024
Q1 | $1.53M | Buy |
33,348
+784
| +2% | +$35.9K | 0.26% | 42 |
|
|
2023
Q4 | $1.44M | Buy |
32,564
+1,206
| +4% | +$53.3K | 0.24% | 41 |
|
|
2023
Q3 | $1.17M | Buy |
31,358
+5,146
| +20% | +$193K | 0.22% | 40 |
|
|
2023
Q2 | $1.03M | Buy |
26,212
+1,918
| +8% | +$75.4K | 0.19% | 42 |
|
|
2023
Q1 | $777K | Sell |
24,294
-26,585
| -52% | -$850K | 0.16% | 47 |
|
|
2022
Q4 | $1.51M | Buy |
50,879
+2,150
| +4% | +$63.9K | 0.32% | 33 |
|
|
2022
Q3 | $1.31M | Sell |
48,729
-960
| -2% | -$25.8K | 0.31% | 31 |
|
|
2022
Q2 | $1.77M | Buy |
49,689
+9,579
| +24% | +$341K | 0.4% | 23 |
|
|
2022
Q1 | $1.58M | Sell |
40,110
-694
| -2% | -$27.3K | 0.34% | 21 |
|
|
2021
Q4 | $1.94M | Buy |
40,804
+11,379
| +39% | +$542K | 0.34% | 25 |
|
|
2021
Q3 | $1.44M | Buy |
29,425
+2,615
| +10% | +$128K | 0.29% | 22 |
|
|
2021
Q2 | $1.36M | Buy |
+26,810
| New | +$1.36M | 0.3% | 22 |
|