QPW
Quantum Private Wealth’s Artisan Partners APAM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $356K | Hold |
8,029
| – | – | 0.12% | 122 |
|
2025
Q1 | $314K | Hold |
8,029
| – | – | 0.12% | 131 |
|
2024
Q4 | $346K | Hold |
8,029
| – | – | 0.11% | 139 |
|
2024
Q3 | $348K | Hold |
8,029
| – | – | 0.12% | 145 |
|
2024
Q2 | $331K | Sell |
8,029
-436
| -5% | -$18K | 0.12% | 145 |
|
2024
Q1 | $387K | Hold |
8,465
| – | – | 0.14% | 128 |
|
2023
Q4 | $374K | Sell |
8,465
-72
| -0.8% | -$3.18K | 0.16% | 120 |
|
2023
Q3 | $319K | Hold |
8,537
| – | – | 0.15% | 133 |
|
2023
Q2 | $336K | Hold |
8,537
| – | – | 0.16% | 131 |
|
2023
Q1 | $273K | Hold |
8,537
| – | – | 0.15% | 142 |
|
2022
Q4 | $254K | Sell |
8,537
-376
| -4% | -$11.2K | 0.16% | 145 |
|
2022
Q3 | $240K | Buy |
8,913
+1,647
| +23% | +$44.3K | 0.15% | 143 |
|
2022
Q2 | $258K | Buy |
7,266
+1,252
| +21% | +$44.5K | 0.15% | 138 |
|
2022
Q1 | $236K | Hold |
6,014
| – | – | 0.1% | 168 |
|
2021
Q4 | $286K | Buy |
+6,014
| New | +$286K | 0.11% | 163 |
|