Sigma Planning Corp’s Artisan Partners APAM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,694
Closed -$202K 1196
2024
Q4
$202K Buy
+4,694
New +$202K 0.01% 1092
2024
Q2
Sell
-5,075
Closed -$232K 1183
2024
Q1
$232K Sell
5,075
-16,295
-76% -$746K 0.01% 1069
2023
Q4
$944K Sell
21,370
-18,909
-47% -$835K 0.07% 281
2023
Q3
$1.51M Sell
40,279
-2,410
-6% -$90.2K 0.06% 337
2023
Q2
$1.68M Buy
42,689
+1,886
+5% +$74.1K 0.06% 317
2023
Q1
$1.3M Buy
40,803
+903
+2% +$28.9K 0.04% 413
2022
Q4
$1.19M Buy
39,900
+2,735
+7% +$81.2K 0.04% 421
2022
Q3
$1M Buy
37,165
+555
+2% +$14.9K 0.04% 456
2022
Q2
$1.3M Buy
36,610
+740
+2% +$26.3K 0.05% 375
2022
Q1
$1.41M Buy
35,870
+10,835
+43% +$427K 0.04% 414
2021
Q4
$1.19M Buy
25,035
+6,118
+32% +$292K 0.03% 473
2021
Q3
$925K Buy
18,917
+74
+0.4% +$3.62K 0.03% 564
2021
Q2
$958K Buy
18,843
+4,723
+33% +$240K 0.03% 562
2021
Q1
$737K Buy
14,120
+4,613
+49% +$241K 0.02% 602
2020
Q4
$479K Buy
9,507
+3,944
+71% +$199K 0.02% 703
2020
Q3
$217K Buy
+5,563
New +$217K 0.01% 913