ORG
Optimist Retirement Group’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Hold |
10,040
| – | – | 0.21% | 56 |
|
|
2025
Q1 | $393K | Hold |
10,040
| – | – | 0.2% | 57 |
|
|
2024
Q4 | $432K | Sell |
10,040
-117
| -1% | -$5.04K | 0.2% | 57 |
|
|
2024
Q3 | $440K | Buy |
10,157
+131
| +1% | +$5.68K | 0.2% | 56 |
|
|
2024
Q2 | $414K | Buy |
+10,026
| New | +$414K | 0.22% | 50 |
|