NewSquare Capital’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
Sell
-52
Closed -$2.03K 1310
2025
Q1
$2.03K Buy
+52
New +$2.03K ﹤0.01% 837
2024
Q2
Sell
-15,140
Closed -$693K 364
2024
Q1
$693K Buy
+15,140
New +$693K 0.06% 133
2021
Q4
Sell
-11,665
Closed -$571K 362
2021
Q3
$571K Sell
11,665
-265
-2% -$13K 0.07% 135
2021
Q2
$606K Buy
11,930
+190
+2% +$9.65K 0.07% 135
2021
Q1
$612K Buy
11,740
+2,085
+22% +$109K 0.08% 126
2020
Q4
$486K Buy
+9,655
New +$486K 0.07% 126