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 |
|