Optimist Retirement Group’s Artisan Partners APAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$445K Hold
2025
Q1
$393K Hold
2024
Q4
$432K Sell
2024
Q3
$440K Buy
2024
Q2
$414K Buy