Raymond James Financial Services Advisors’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,219
| Closed | -$215K | – | 3417 |
|
|
2024
Q2 | $215K | Sell |
5,219
-4,868
| -48% | -$201K | ﹤0.01% | 3071 |
|
|
2024
Q1 | $462K | Buy |
10,087
+5,504
| +120% | +$252K | ﹤0.01% | 2574 |
|
|
2023
Q4 | $202K | Sell |
4,583
-1,678
| -27% | -$74.1K | ﹤0.01% | 2979 |
|
|
2023
Q3 | $234K | Buy |
6,261
+597
| +11% | +$22.3K | ﹤0.01% | 2820 |
|
|
2023
Q2 | $223K | Sell |
5,664
-22,911
| -80% | -$901K | ﹤0.01% | 2855 |
|
|
2023
Q1 | $914K | Buy |
28,575
+17,066
| +148% | +$546K | ﹤0.01% | 1957 |
|
|
2022
Q4 | $342K | Sell |
11,509
-11,848
| -51% | -$352K | ﹤0.01% | 2500 |
|
|
2022
Q3 | $629K | Sell |
23,357
-5,097
| -18% | -$137K | ﹤0.01% | 2111 |
|
|
2022
Q2 | $1.01M | Buy |
28,454
+739
| +3% | +$26.3K | ﹤0.01% | 1819 |
|
|
2022
Q1 | $1.09M | Buy |
27,715
+5,731
| +26% | +$226K | ﹤0.01% | 1883 |
|
|
2021
Q4 | $1.05M | Buy |
21,984
+5,208
| +31% | +$248K | ﹤0.01% | 1959 |
|
|
2021
Q3 | $821K | Buy |
16,776
+4,654
| +38% | +$228K | ﹤0.01% | 2086 |
|
|
2021
Q2 | $616K | Buy |
12,122
+3,600
| +42% | +$183K | ﹤0.01% | 2243 |
|
|
2021
Q1 | $445K | Buy |
8,522
+3,998
| +88% | +$209K | ﹤0.01% | 2366 |
|
|
2020
Q4 | $228K | Buy |
+4,524
| New | +$228K | ﹤0.01% | 2616 |
|
|
2018
Q4 | – | Sell |
-6,326
| Closed | -$205K | – | 2549 |
|
|
2018
Q3 | $205K | Sell |
6,326
-397
| -6% | -$12.9K | ﹤0.01% | 2519 |
|
|
2018
Q2 | $203K | Buy |
+6,723
| New | +$203K | ﹤0.01% | 2467 |
|