Roffman Miller Associates’s Artesian Resources ARTNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Buy |
107,275
+15,981
| +18% | +$536K | 0.21% | 55 |
|
|
2025
Q1 | $2.98M | Buy |
91,294
+13,884
| +18% | +$453K | 0.19% | 57 |
|
|
2024
Q4 | $2.45M | Sell |
77,410
-1,502
| -2% | -$47.5K | 0.15% | 58 |
|
|
2024
Q3 | $2.93M | Sell |
78,912
-1,735
| -2% | -$64.5K | 0.18% | 58 |
|
|
2024
Q2 | $2.84M | Sell |
80,647
-4,866
| -6% | -$171K | 0.19% | 55 |
|
|
2024
Q1 | $3.17M | Sell |
85,513
-6,651
| -7% | -$247K | 0.21% | 54 |
|
|
2023
Q4 | $3.82M | Sell |
92,164
-5,115
| -5% | -$212K | 0.27% | 51 |
|
|
2023
Q3 | $4.08M | Sell |
97,279
-4,032
| -4% | -$169K | 0.32% | 46 |
|
|
2023
Q2 | $4.78M | Sell |
101,311
-1,365
| -1% | -$64.5K | 0.36% | 46 |
|
|
2023
Q1 | $5.68M | Sell |
102,676
-3,333
| -3% | -$185K | 0.45% | 45 |
|
|
2022
Q4 | $6.21M | Sell |
106,009
-623
| -0.6% | -$36.5K | 0.51% | 43 |
|
|
2022
Q3 | $5.13M | Sell |
106,632
-549
| -0.5% | -$26.4K | 0.47% | 46 |
|
|
2022
Q2 | $5.27M | Buy |
107,181
+866
| +0.8% | +$42.6K | 0.46% | 48 |
|
|
2022
Q1 | $5.16M | Sell |
106,315
-1,559
| -1% | -$75.7K | 0.38% | 51 |
|
|
2021
Q4 | $5M | Buy |
107,874
+5,203
| +5% | +$241K | 0.34% | 52 |
|
|
2021
Q3 | $3.92M | Buy |
102,671
+5,717
| +6% | +$218K | 0.29% | 52 |
|
|
2021
Q2 | $3.57M | Buy |
96,954
+2,600
| +3% | +$95.6K | 0.27% | 52 |
|
|
2021
Q1 | $3.72M | Buy |
94,354
+6,227
| +7% | +$245K | 0.31% | 51 |
|
|
2020
Q4 | $3.27M | Sell |
88,127
-696
| -0.8% | -$25.8K | 0.28% | 52 |
|
|
2020
Q3 | $3.06M | Buy |
88,823
+4,435
| +5% | +$153K | 0.3% | 52 |
|
|
2020
Q2 | $3.06M | Buy |
84,388
+2,927
| +4% | +$106K | 0.3% | 53 |
|
|
2020
Q1 | $3.05M | Buy |
81,461
+3,846
| +5% | +$144K | 0.38% | 46 |
|
|
2019
Q4 | $2.89M | Buy |
77,615
+5,316
| +7% | +$198K | 0.29% | 47 |
|
|
2019
Q3 | $2.68M | Buy |
72,299
+2,654
| +4% | +$98.2K | 0.28% | 46 |
|
|
2019
Q2 | $2.59M | Sell |
69,645
-148
| -0.2% | -$5.5K | 0.28% | 43 |
|
|
2019
Q1 | $2.6M | Buy |
69,793
+1,320
| +2% | +$49.1K | 0.3% | 41 |
|
|
2018
Q4 | $2.39M | Sell |
68,473
-4,413
| -6% | -$154K | 0.31% | 43 |
|
|
2018
Q3 | $2.68M | Buy |
72,886
+1,840
| +3% | +$67.7K | 0.3% | 45 |
|
|
2018
Q2 | $2.75M | Sell |
71,046
-385
| -0.5% | -$14.9K | 0.34% | 46 |
|
|
2018
Q1 | $2.61M | Sell |
71,431
-2,621
| -4% | -$95.6K | 0.33% | 47 |
|
|
2017
Q4 | $2.86M | Buy |
74,052
+523
| +0.7% | +$20.2K | 0.35% | 46 |
|
|
2017
Q3 | $2.78M | Sell |
73,529
-2,042
| -3% | -$77.2K | 0.37% | 46 |
|
|
2017
Q2 | $2.84M | Sell |
75,571
-1,417
| -2% | -$53.3K | 0.39% | 44 |
|
|
2017
Q1 | $2.51M | Sell |
76,988
-543
| -0.7% | -$17.7K | 0.36% | 47 |
|
|
2016
Q4 | $2.48M | Sell |
77,531
-945
| -1% | -$30.2K | 0.37% | 49 |
|
|
2016
Q3 | $2.24M | Sell |
78,476
-443
| -0.6% | -$12.6K | 0.36% | 48 |
|
|
2016
Q2 | $2.68M | Sell |
78,919
-2,624
| -3% | -$89K | 0.44% | 47 |
|
|
2016
Q1 | $2.28M | Buy |
81,543
+519
| +0.6% | +$14.5K | 0.39% | 49 |
|
|
2015
Q4 | $2.24M | Sell |
81,024
-10,229
| -11% | -$283K | 0.41% | 49 |
|
|
2015
Q3 | $2.2M | Buy |
91,253
+11,411
| +14% | +$275K | 0.43% | 49 |
|
|
2015
Q2 | $1.68M | Buy |
79,842
+6,611
| +9% | +$139K | 0.32% | 51 |
|
|
2015
Q1 | $1.57M | Buy |
73,231
+4,267
| +6% | +$91.2K | 0.3% | 50 |
|
|
2014
Q4 | $1.56M | Buy |
68,964
+3,705
| +6% | +$83.7K | 0.3% | 52 |
|
|
2014
Q3 | $1.31M | Sell |
65,259
-731
| -1% | -$14.7K | 0.27% | 53 |
|
|
2014
Q2 | $1.48M | Sell |
65,990
-1,754
| -3% | -$39.4K | 0.31% | 52 |
|
|
2014
Q1 | $1.52M | Buy |
67,744
+263
| +0.4% | +$5.91K | 0.34% | 52 |
|
|
2013
Q4 | $1.55M | Sell |
67,481
-3,655
| -5% | -$83.9K | 0.36% | 54 |
|
|
2013
Q3 | $1.58M | Buy |
71,136
+2,070
| +3% | +$46.1K | 0.4% | 55 |
|
|
2013
Q2 | $1.54M | Buy |
+69,066
| New | +$1.54M | 0.41% | 55 |
|