Mosaic Family Wealth Partners’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $317K | Hold |
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|
2025
Q2 | $322K | Hold |
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|
2025
Q1 | $284K | Hold |
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|
2024
Q4 | $313K | Hold |
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|
2024
Q3 | $315K | Hold |
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|
2024
Q2 | $300K | Hold |
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|
2024
Q1 | $332K | Hold |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $272K | Hold |
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|
2023
Q2 | $286K | Hold |
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|
2023
Q1 | $233K | Hold |
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|
2022
Q4 | $216K | Buy |
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