Mosaic Family Wealth Partners’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 | $322K | Hold |
7,262
| – | – | 0.04% | 168 |
|
|
2025
Q1 | $284K | Hold |
7,262
| – | – | 0.04% | 177 |
|
|
2024
Q4 | $313K | Hold |
7,262
| – | – | 0.05% | 165 |
|
|
2024
Q3 | $315K | Hold |
7,262
| – | – | 0.05% | 160 |
|
|
2024
Q2 | $300K | Hold |
7,262
| – | – | 0.05% | 151 |
|
|
2024
Q1 | $332K | Hold |
7,262
| – | – | 0.05% | 148 |
|
|
2023
Q4 | $321K | Sell |
7,262
-11
| -0.2% | -$486 | 0.06% | 138 |
|
|
2023
Q3 | $272K | Hold |
7,273
| – | – | 0.05% | 148 |
|
|
2023
Q2 | $286K | Hold |
7,273
| – | – | 0.06% | 149 |
|
|
2023
Q1 | $233K | Hold |
7,273
| – | – | 0.05% | 164 |
|
|
2022
Q4 | $216K | Buy |
+7,273
| New | +$216K | 0.06% | 165 |
|