Ritholtz Wealth Management’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
10,376
-6,692
| -39% | -$297K | 0.01% | 665 |
|
|
2025
Q1 | $667K | Sell |
17,068
-2,104
| -11% | -$82.3K | 0.02% | 507 |
|
|
2024
Q4 | $825K | Sell |
19,172
-3,417
| -15% | -$147K | 0.02% | 422 |
|
|
2024
Q3 | $979K | Sell |
22,589
-6,775
| -23% | -$293K | 0.03% | 374 |
|
|
2024
Q2 | $1.21M | Buy |
29,364
+2,808
| +11% | +$116K | 0.04% | 310 |
|
|
2024
Q1 | $1.22M | Buy |
26,556
+5,064
| +24% | +$232K | 0.04% | 307 |
|
|
2023
Q4 | $950K | Buy |
21,492
+3,906
| +22% | +$173K | 0.04% | 342 |
|
|
2023
Q3 | $658K | Buy |
+17,586
| New | +$658K | 0.03% | 393 |
|