Steward Partners Investment Advisory’s Artisan Partners APAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$259K	Hold	7,106	–	–	﹤0.01%	1889
2025 Q4	$289K	Buy	7,106 +167	+2%	+$7.13K	﹤0.01%	1732
2025 Q3	$301K	Hold	6,939	–	–	﹤0.01%	1650
2025 Q2	$308K	Hold	6,939	–	–	﹤0.01%	1545
2025 Q1	$271K	Hold	6,939	–	–	﹤0.01%	1500
2024 Q4	$299K	Sell	6,939 -219	-3%	-$10K	﹤0.01%	1412
2024 Q3	$310K	Buy	7,158 +542	+8%	+$22.4K	﹤0.01%	1319
2024 Q2	$273K	Hold	6,616	–	–	﹤0.01%	1313
2024 Q1	$303K	Sell	6,616 -868	-12%	-$37.3K	﹤0.01%	1252
2023 Q4	$331K	Buy	7,484 +680	+10%	+$25.7K	﹤0.01%	1176
2023 Q3	$255K	Buy	6,804 +511	+8%	+$19.8K	﹤0.01%	1181
2023 Q2	$247K	Sell	6,293 -477	-7%	-$16.5K	﹤0.01%	1192
2023 Q1	$217K	Sell	6,770 -497	-7%	-$16.7K	﹤0.01%	1243
2022 Q4	$216K	Buy	7,267 +1,761	+32%	+$54.1K	﹤0.01%	1210
2022 Q3	$148K	Sell	5,506 -2,985	-35%	-$105K	﹤0.01%	1328
2022 Q2	$302K	Sell	8,491 -966	-10%	-$35.1K	0.01%	1031
2022 Q1	$372K	Buy	9,457 +103	+1%	+$4.18K	0.01%	1037
2021 Q4	$446K	Sell	9,354 -9,198	-50%	-$442K	0.01%	981
2021 Q3	$908K	Buy	18,552 +658	+4%	+$33.2K	0.02%	692
2021 Q2	$909K	Buy	17,894 +1,062	+6%	+$55.8K	0.02%	709
2021 Q1	$878K	Buy	16,832 +4,823	+40%	+$246K	0.02%	687
2020 Q4	$605K	Buy	12,009 +10,935	+1,018%	+$497K	0.01%	702
2020 Q3	$42K	Buy	1,074 +664	+162%	+$24.3K	﹤0.01%	1572
2020 Q2	$13K	Hold	410	–	–	﹤0.01%	1923
2020 Q1	$8K	Buy	410 +166	+68%	+$4.98K	﹤0.01%	1921
2019 Q4	$7K	Hold	244	–	–	﹤0.01%	2133
2019 Q3	$6K	Buy	244 +243	+24,300%	+$6.8K	﹤0.01%	2182
2019 Q2	$0	Buy	+1	New	+$27	﹤0.01%	2605
2017 Q3	–	Sell	-29	Closed	–	–	1665
2017 Q2	$0	Buy	+29	New	+$833	﹤0.01%	1612