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NewSquare Capital’s Artisan Partners APAM Stock Holding History

NewSquare Capital’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-52
Closed -$2.03K – 1315
2025
Q1 		$2.03K Buy
+52
New +$2.2K ﹤0.01% 842
2024
Q2 		– Sell
-15,140
Closed -$693K – 364
2024
Q1 		$693K Buy
+15,140
New +$650K 0.06% 133
2021
Q4 		– Sell
-11,665
Closed -$571K – 362
2021
Q3 		$571K Sell
11,665
-265
-2% -$13.4K 0.07% 135
2021
Q2 		$606K Buy
11,930
+190
+2% +$9.99K 0.07% 135
2021
Q1 		$612K Buy
11,740
+2,085
+22% +$106K 0.08% 126
2020
Q4 		$486K Buy
+9,655
New +$439K 0.07% 126

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