Principal Financial Group’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Sell |
348,764
-544
| -0.2% | -$24.1K | 0.01% | 1003 |
|
|
2025
Q1 | $13.7M | Buy |
349,308
+7,972
| +2% | +$312K | 0.01% | 1082 |
|
|
2024
Q4 | $14.7M | Buy |
341,336
+10,802
| +3% | +$465K | 0.01% | 1059 |
|
|
2024
Q3 | $14.3M | Sell |
330,534
-15,957
| -5% | -$691K | 0.01% | 1059 |
|
|
2024
Q2 | $14.3M | Sell |
346,491
-9,763
| -3% | -$403K | 0.01% | 1066 |
|
|
2024
Q1 | $16.3M | Buy |
356,254
+680
| +0.2% | +$31.1K | 0.01% | 1053 |
|
|
2023
Q4 | $15.7M | Sell |
355,574
-10,397
| -3% | -$459K | 0.01% | 1046 |
|
|
2023
Q3 | $13.7M | Sell |
365,971
-22,573
| -6% | -$845K | 0.01% | 1044 |
|
|
2023
Q2 | $15.3M | Buy |
388,544
+381,837
| +5,693% | +$15M | 0.01% | 1014 |
|
|
2023
Q1 | $214K | Buy |
+6,707
| New | +$214K | ﹤0.01% | 2167 |
|
|
2022
Q4 | – | Sell |
-7,864
| Closed | -$212K | – | 2446 |
|
|
2022
Q3 | $212K | Buy |
7,864
+686
| +10% | +$18.5K | ﹤0.01% | 2190 |
|
|
2022
Q2 | $255K | Sell |
7,178
-3,452
| -32% | -$123K | ﹤0.01% | 2229 |
|
|
2022
Q1 | $418K | Buy |
10,630
+675
| +7% | +$26.5K | ﹤0.01% | 2160 |
|
|
2021
Q4 | $474K | Sell |
9,955
-2,327
| -19% | -$111K | ﹤0.01% | 2137 |
|
|
2021
Q3 | $601K | Buy |
12,282
+2,922
| +31% | +$143K | ﹤0.01% | 2124 |
|
|
2021
Q2 | $476K | Buy |
9,360
+1,013
| +12% | +$51.5K | ﹤0.01% | 2228 |
|
|
2021
Q1 | $435K | Buy |
8,347
+525
| +7% | +$27.4K | ﹤0.01% | 2193 |
|
|
2020
Q4 | $394K | Buy |
7,822
+1,884
| +32% | +$94.9K | ﹤0.01% | 2178 |
|
|
2020
Q3 | $232K | Sell |
5,938
-1,419
| -19% | -$55.4K | ﹤0.01% | 2169 |
|
|
2020
Q2 | $239K | Sell |
7,357
-30,739
| -81% | -$999K | ﹤0.01% | 2140 |
|
|
2020
Q1 | $819K | Sell |
38,096
-5,538
| -13% | -$119K | ﹤0.01% | 1770 |
|
|
2019
Q4 | $1.41M | Sell |
43,634
-15,788
| -27% | -$510K | ﹤0.01% | 1780 |
|
|
2019
Q3 | $1.68M | Buy |
59,422
+13,301
| +29% | +$376K | ﹤0.01% | 1750 |
|
|
2019
Q2 | $1.27M | Buy |
+46,121
| New | +$1.27M | ﹤0.01% | 1808 |
|
|
2018
Q4 | – | Sell |
-43,019
| Closed | -$1.39M | – | 2242 |
|
|
2018
Q3 | $1.39M | Buy |
43,019
+3,531
| +9% | +$114K | ﹤0.01% | 1798 |
|
|
2018
Q2 | $1.19M | Sell |
39,488
-16,782
| -30% | -$506K | ﹤0.01% | 1820 |
|
|
2018
Q1 | $1.87M | Sell |
56,270
-309,716
| -85% | -$10.3M | ﹤0.01% | 1745 |
|
|
2017
Q4 | $14.5M | Buy |
365,986
+357,245
| +4,087% | +$14.1M | 0.01% | 1032 |
|
|
2017
Q3 | $285K | Sell |
8,741
-975
| -10% | -$31.8K | ﹤0.01% | 2036 |
|
|
2017
Q2 | $298K | Sell |
9,716
-33,946
| -78% | -$1.04M | ﹤0.01% | 2048 |
|
|
2017
Q1 | $1.21M | Sell |
43,662
-6,682
| -13% | -$184K | ﹤0.01% | 1792 |
|
|
2016
Q4 | $1.5M | Buy |
50,344
+41,070
| +443% | +$1.22M | ﹤0.01% | 1753 |
|
|
2016
Q3 | $252K | Sell |
9,274
-625
| -6% | -$17K | ﹤0.01% | 1987 |
|
|
2016
Q2 | $274K | Buy |
9,899
+2,453
| +33% | +$67.9K | ﹤0.01% | 1958 |
|
|
2016
Q1 | $230K | Buy |
7,446
+479
| +7% | +$14.8K | ﹤0.01% | 1989 |
|
|
2015
Q4 | $251K | Buy |
6,967
+203
| +3% | +$7.31K | ﹤0.01% | 1992 |
|
|
2015
Q3 | $238K | Buy |
+6,764
| New | +$238K | ﹤0.01% | 1990 |
|