Steward Partners Investment Advisory’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$9.43K | ﹤0.01% | 1412 |
|
|
2024
Q3 | $310K | Buy |
7,158
+542
| +8% | +$23.5K | ﹤0.01% | 1319 |
|
|
2024
Q2 | $273K | Hold |
6,616
| – | – | ﹤0.01% | 1313 |
|
|
2024
Q1 | $303K | Sell |
6,616
-868
| -12% | -$39.7K | ﹤0.01% | 1252 |
|
|
2023
Q4 | $331K | Buy |
7,484
+680
| +10% | +$30K | ﹤0.01% | 1176 |
|
|
2023
Q3 | $255K | Buy |
6,804
+511
| +8% | +$19.1K | ﹤0.01% | 1181 |
|
|
2023
Q2 | $247K | Sell |
6,293
-477
| -7% | -$18.8K | ﹤0.01% | 1192 |
|
|
2023
Q1 | $217K | Sell |
6,770
-497
| -7% | -$15.9K | ﹤0.01% | 1243 |
|
|
2022
Q4 | $216K | Buy |
7,267
+1,761
| +32% | +$52.3K | ﹤0.01% | 1210 |
|
|
2022
Q3 | $148K | Sell |
5,506
-2,985
| -35% | -$80.2K | ﹤0.01% | 1328 |
|
|
2022
Q2 | $302K | Sell |
8,491
-966
| -10% | -$34.4K | 0.01% | 1031 |
|
|
2022
Q1 | $372K | Buy |
9,457
+103
| +1% | +$4.05K | 0.01% | 1037 |
|
|
2021
Q4 | $446K | Sell |
9,354
-9,198
| -50% | -$439K | 0.01% | 981 |
|
|
2021
Q3 | $908K | Buy |
18,552
+658
| +4% | +$32.2K | 0.02% | 692 |
|
|
2021
Q2 | $909K | Buy |
17,894
+1,062
| +6% | +$53.9K | 0.02% | 709 |
|
|
2021
Q1 | $878K | Buy |
16,832
+4,823
| +40% | +$252K | 0.02% | 687 |
|
|
2020
Q4 | $605K | Buy |
12,009
+10,935
| +1,018% | +$551K | 0.01% | 702 |
|
|
2020
Q3 | $42K | Buy |
1,074
+664
| +162% | +$26K | ﹤0.01% | 1572 |
|
|
2020
Q2 | $13K | Hold |
410
| – | – | ﹤0.01% | 1923 |
|
|
2020
Q1 | $8K | Buy |
410
+166
| +68% | +$3.24K | ﹤0.01% | 1921 |
|
|
2019
Q4 | $7K | Hold |
244
| – | – | ﹤0.01% | 2133 |
|
|
2019
Q3 | $6K | Buy |
244
+243
| +24,300% | +$5.98K | ﹤0.01% | 2182 |
|
|
2019
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2605 |
|
|
2017
Q3 | – | Sell |
-29
| Closed | – | – | 1665 |
|
|
2017
Q2 | $0 | Buy |
+29
| New | – | ﹤0.01% | 1612 |
|