Measured Wealth Private Client Group’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	$62.6K	Sell	1,720 -42	-2%	-$1.72K	0.02%	272
2025 Q4	$71.8K	Sell	1,762 -3,576	-67%	-$153K	0.02%	274
2025 Q3	$232K	Sell	5,338 -1,125	-17%	-$51.9K	0.06%	160
2025 Q2	$287K	Sell	6,463 -7,558	-54%	-$302K	0.09%	147
2025 Q1	$548K	Buy	14,021 +2,593	+23%	+$110K	0.18%	81
2024 Q4	$492K	Buy	11,428 +3,760	+49%	+$172K	0.16%	86
2024 Q3	$332K	Sell	7,668 -7,063	-48%	-$291K	0.11%	124
2024 Q2	$608K	Sell	14,731 -9,635	-40%	-$416K	0.21%	73
2024 Q1	$1.12M	Buy	24,366 +1,480	+6%	+$63.6K	0.39%	30
2023 Q4	$1.01M	Buy	22,886 +1,168	+5%	+$44.1K	0.37%	34
2023 Q3	$813K	Buy	21,718 +2,772	+15%	+$107K	0.33%	46
2023 Q2	$745K	Buy	+18,946	New	+$654K	0.28%	44
2022 Q1	–	Sell	-5,485	Closed	-$261K	–	172
2021 Q4	$261K	Sell	5,485 -1,552	-22%	-$74.5K	0.09%	134
2021 Q3	$344K	Sell	7,037 -25,366	-78%	-$1.28M	0.13%	103
2021 Q2	$1.65M	Buy	+32,403	New	+$1.7M	0.52%	39
2019 Q3	–	Sell	-10,605	Closed	-$292K	–	140
2019 Q2	$292K	Sell	10,605 -1,960	-16%	-$52.2K	0.17%	132
2019 Q1	$316K	Buy	+12,565	New	+$307K	0.19%	117
2018 Q4	–	Sell	-10,000	Closed	-$324K	–	139
2018 Q3	$324K	Buy	10,000 +225	+2%	+$7.33K	0.19%	99
2018 Q2	$294K	Buy	+9,775	New	+$317K	0.24%	104