Moran Wealth Management’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
48,623
-6,688
| -12% | -$296K | 0.07% | 275 |
|
|
2025
Q1 | $2.16M | Sell |
55,311
-2,390
| -4% | -$93.4K | 0.07% | 264 |
|
|
2024
Q4 | $2.48M | Sell |
57,701
-1,560
| -3% | -$67.2K | 0.08% | 240 |
|
|
2024
Q3 | $2.57M | Buy |
59,261
+1,242
| +2% | +$53.8K | 0.08% | 242 |
|
|
2024
Q2 | $2.39M | Buy |
58,019
+1,136
| +2% | +$46.9K | 0.08% | 239 |
|
|
2024
Q1 | $2.6M | Buy |
56,883
+21,947
| +63% | +$1M | 0.08% | 241 |
|
|
2023
Q4 | $1.54M | Buy |
34,936
+13,686
| +64% | +$605K | 0.05% | 269 |
|
|
2023
Q3 | $795K | Buy |
21,250
+10,604
| +100% | +$397K | 0.03% | 271 |
|
|
2023
Q2 | $418K | Buy |
+10,646
| New | +$418K | 0.02% | 311 |
|