SVB Wealth’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 | – | Sell |
-836
| Closed | -$32.7K | – | 523 |
|
|
2025
Q1 | $32.7K | Buy |
+836
| New | +$32.7K | ﹤0.01% | 641 |
|
|
2021
Q3 | – | Sell |
-6,030
| Closed | -$307K | – | 1006 |
|
|
2021
Q2 | $307K | Buy |
6,030
+991
| +20% | +$50.5K | ﹤0.01% | 746 |
|
|
2021
Q1 | $262K | Buy |
+5,039
| New | +$262K | ﹤0.01% | 745 |
|