RWMG
Redwood Wealth Management Group’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,896
| Closed | -$211K | – | 158 |
|
|
2024
Q4 | $211K | Sell |
4,896
-195
| -4% | -$8.4K | 0.1% | 156 |
|
|
2024
Q3 | $221K | Sell |
5,091
-478
| -9% | -$20.7K | 0.11% | 152 |
|
|
2024
Q2 | $230K | Buy |
5,569
+10
| +0.2% | +$413 | 0.17% | 107 |
|
|
2024
Q1 | $254K | Sell |
5,559
-112
| -2% | -$5.13K | 0.27% | 98 |
|
|
2023
Q4 | $251K | Sell |
5,671
-299
| -5% | -$13.2K | 0.28% | 100 |
|
|
2023
Q3 | $223K | Sell |
5,970
-86
| -1% | -$3.22K | 0.26% | 108 |
|
|
2023
Q2 | $238K | Buy |
+6,056
| New | +$238K | 0.26% | 108 |
|