NewEdge Wealth’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 | $1.98M | Sell |
43,708
-3,218
| -7% | -$146K | 0.03% | 377 |
|
|
2025
Q1 | $1.83M | Sell |
46,926
-2,135
| -4% | -$83.5K | 0.03% | 364 |
|
|
2024
Q4 | $2.11M | Sell |
49,061
-8,995
| -15% | -$387K | 0.04% | 343 |
|
|
2024
Q3 | $2.51M | Buy |
58,056
+8,909
| +18% | +$386K | 0.05% | 310 |
|
|
2024
Q2 | $2.03M | Sell |
49,147
-395
| -0.8% | -$16.3K | 0.04% | 325 |
|
|
2024
Q1 | $2.08M | Buy |
49,542
+514
| +1% | +$21.6K | 0.05% | 318 |
|
|
2023
Q4 | $2.17M | Sell |
49,028
-3,423
| -7% | -$151K | 0.06% | 284 |
|
|
2023
Q3 | $1.96M | Sell |
52,451
-374
| -0.7% | -$14K | 0.06% | 261 |
|
|
2023
Q2 | $2.08M | Sell |
52,825
-236
| -0.4% | -$9.28K | 0.07% | 244 |
|
|
2023
Q1 | $1.7M | Sell |
53,061
-1,926
| -4% | -$61.6K | 0.06% | 250 |
|
|
2022
Q4 | $1.63M | Sell |
54,987
-386
| -0.7% | -$11.5K | 0.07% | 239 |
|
|
2022
Q3 | $1.49M | Buy |
55,373
+17,611
| +47% | +$474K | 0.07% | 230 |
|
|
2022
Q2 | $1.34M | Buy |
37,762
+10,189
| +37% | +$362K | 0.06% | 249 |
|
|
2022
Q1 | $1.09M | Buy |
27,573
+1,120
| +4% | +$44.1K | 0.05% | 218 |
|
|
2021
Q4 | $1.26M | Buy |
26,453
+478
| +2% | +$22.8K | 0.05% | 213 |
|
|
2021
Q3 | $1.27M | Buy |
25,975
+426
| +2% | +$20.8K | 0.08% | 161 |
|
|
2021
Q2 | $1.3M | Buy |
25,549
+2,764
| +12% | +$140K | 0.1% | 154 |
|
|
2021
Q1 | $1.19M | Buy |
22,785
+12,489
| +121% | +$652K | 0.12% | 141 |
|
|
2020
Q4 | $518K | Buy |
+10,296
| New | +$518K | 0.16% | 113 |
|