OA
Operose Advisors’s Artisan Partners APAM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.9M | Sell |
42,878
-15,000
| -26% | -$665K | 0.54% | 29 |
|
2025
Q1 | $2.26M | Buy |
57,878
+590
| +1% | +$23.1K | 0.75% | 18 |
|
2024
Q4 | $2.47M | Buy |
57,288
+486
| +0.9% | +$20.9K | 0.84% | 17 |
|
2024
Q3 | $2.46M | Buy |
56,802
+483
| +0.9% | +$20.9K | 0.8% | 15 |
|
2024
Q2 | $2.32M | Buy |
56,319
+389
| +0.7% | +$16.1K | 0.82% | 16 |
|
2024
Q1 | $2.56M | Buy |
55,930
+681
| +1% | +$31.2K | 0.86% | 13 |
|
2023
Q4 | $2.44M | Buy |
55,249
+466
| +0.9% | +$20.6K | 0.98% | 12 |
|
2023
Q3 | $2.05M | Buy |
54,783
+418
| +0.8% | +$15.6K | 0.81% | 18 |
|
2023
Q2 | $2.14M | Buy |
54,365
+409
| +0.8% | +$16.1K | 0.97% | 16 |
|
2023
Q1 | $1.73M | Buy |
53,956
+10,100
| +23% | +$323K | 0.86% | 16 |
|
2022
Q4 | $1.3M | Hold |
43,856
| – | – | 0.7% | 17 |
|
2022
Q3 | $1.18M | Hold |
43,856
| – | – | 0.78% | 17 |
|
2022
Q2 | $1.56M | Buy |
43,856
+8,000
| +22% | +$285K | 1.1% | 13 |
|
2022
Q1 | $1.41M | Buy |
35,856
+7,600
| +27% | +$299K | 0.98% | 17 |
|
2021
Q4 | $1.35M | Buy |
+28,256
| New | +$1.35M | 1.1% | 18 |
|