MGO One Seven’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,125
| Closed | -$326K | – | 965 |
|
|
2024
Q1 | $326K | Sell |
7,125
-2,607
| -27% | -$112K | 0.02% | 692 |
|
|
2023
Q4 | $430K | Buy |
9,732
+2,070
| +27% | +$78.1K | 0.02% | 586 |
|
|
2023
Q3 | $287K | Sell |
7,662
-2,494
| -25% | -$96.7K | 0.02% | 635 |
|
|
2023
Q2 | $399K | Buy |
10,156
+52
| +0.5% | +$1.79K | 0.04% | 491 |
|
|
2023
Q1 | $323K | Sell |
10,104
-807
| -7% | -$27.1K | 0.02% | 648 |
|
|
2022
Q4 | $324K | Sell |
10,911
-315
| -3% | -$9.68K | 0.03% | 530 |
|
|
2022
Q3 | $302 | Sell |
11,226
-204
| -2% | -$7.17K | 0.01% | 544 |
|
|
2022
Q2 | $407K | Buy |
11,430
+54
| +0.5% | +$1.96K | 0.06% | 376 |
|
|
2022
Q1 | $448K | Buy |
11,376
+78
| +0.7% | +$3.17K | 0.05% | 396 |
|
|
2021
Q4 | $538K | Buy |
11,298
+480
| +4% | +$23K | 0.06% | 363 |
|
|
2021
Q3 | $536K | Sell |
10,818
-102
| -0.9% | -$5.15K | 0.07% | 322 |
|
|
2021
Q2 | $555K | Sell |
10,920
-2,233
| -17% | -$117K | 0.08% | 305 |
|
|
2021
Q1 | $686K | Sell |
13,153
-672
| -5% | -$34.3K | 0.12% | 219 |
|
|
2020
Q4 | $696K | Sell |
13,825
-441
| -3% | -$20K | 0.14% | 188 |
|
|
2020
Q3 | $556K | Buy |
14,266
+2,796
| +24% | +$102K | 0.13% | 206 |
|
|
2020
Q2 | $373K | Sell |
11,470
-80
| -0.7% | -$2.22K | 0.1% | 288 |
|
|
2020
Q1 | $248K | Sell |
11,550
-714
| -6% | -$21.4K | 0.08% | 314 |
|
|
2019
Q4 | $396K | Sell |
12,264
-839
| -6% | -$24.2K | 0.1% | 265 |
|
|
2019
Q3 | $370K | Buy |
13,103
+295
| +2% | +$8.25K | 0.11% | 260 |
|
|
2019
Q2 | $352K | Buy |
12,808
+513
| +4% | +$13.7K | 0.11% | 243 |
|
|
2019
Q1 | $309K | Buy |
12,295
+6,128
| +99% | +$150K | 0.1% | 270 |
|
|
2018
Q4 | $136K | Sell |
6,167
-233
| -4% | -$6.21K | 0.06% | 368 |
|
|
2018
Q3 | $207K | Buy |
+6,400
| New | +$209K | 0.1% | 310 |
|
|
2018
Q1 | $194K | Sell |
5,835
-50
| -0.8% | -$1.8K | 0.09% | 271 |
|
|
2017
Q4 | $232K | Buy |
+5,885
| New | +$218K | 0.11% | 222 |
|
Other funds holding APAM
WA