One Wealth Advisors’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,087
| Closed | -$62K | – | 220 |
|
|
2022
Q4 | $62K | Buy |
+2,087
| New | +$62K | 0.01% | 369 |
|
|
2019
Q2 | – | Sell |
-2,433
| Closed | -$61K | – | 141 |
|
|
2019
Q1 | $61K | Buy |
+2,433
| New | +$61K | 0.05% | 221 |
|
|
2018
Q4 | – | Sell |
-2,315
| Closed | -$75K | – | 123 |
|
|
2018
Q3 | $75K | Hold |
2,315
| – | – | 0.06% | 223 |
|
|
2018
Q2 | $70K | Hold |
2,315
| – | – | 0.06% | 231 |
|
|
2018
Q1 | $77K | Sell |
2,315
-114
| -5% | -$3.79K | 0.07% | 204 |
|
|
2017
Q4 | $96K | Buy |
+2,429
| New | +$96K | 0.08% | 202 |
|