Meritage Portfolio Management’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
$4.78M Sell
107,720
-2,859
-3% -$127K 0.3% 95
2025
Q1
$4.32M Sell
110,579
-1,800
-2% -$70.4K 0.29% 105
2024
Q4
$4.84M Sell
112,379
-8,078
-7% -$348K 0.3% 90
2024
Q3
$5.22M Sell
120,457
-5,548
-4% -$240K 0.32% 98
2024
Q2
$5.2M Buy
126,005
+34,046
+37% +$1.41M 0.33% 90
2024
Q1
$4.21M Buy
+91,959
New +$4.21M 0.27% 117
2023
Q4
Sell
-75,142
Closed -$2.81M 334
2023
Q3
$2.81M Sell
75,142
-989
-1% -$37K 0.21% 143
2023
Q2
$2.99M Buy
76,131
+3,782
+5% +$149K 0.21% 148
2023
Q1
$2.31M Buy
72,349
+2,183
+3% +$69.8K 0.17% 154
2022
Q4
$2.08M Sell
70,166
-1,527
-2% -$45.4K 0.16% 169
2022
Q3
$1.93M Buy
71,693
+25,155
+54% +$678K 0.16% 169
2022
Q2
$1.66M Buy
+46,538
New +$1.66M 0.13% 176
2022
Q1
Sell
-74,334
Closed -$3.54M 335
2021
Q4
$3.54M Sell
74,334
-6,729
-8% -$321K 0.2% 120
2021
Q3
$3.97M Buy
81,063
+22,734
+39% +$1.11M 0.24% 118
2021
Q2
$2.96M Buy
+58,329
New +$2.96M 0.18% 147