TW
Trajan Wealth’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+5,123
| New | +$227K | 0.01% | 134 |
|
|
2025
Q1 | – | Sell |
-5,597
| Closed | -$241K | – | 153 |
|
|
2024
Q4 | $241K | Sell |
5,597
-11
| -0.2% | -$474 | 0.01% | 145 |
|
|
2024
Q3 | $243K | Buy |
5,608
+611
| +12% | +$26.5K | 0.01% | 157 |
|
|
2024
Q2 | $206K | Sell |
4,997
-326
| -6% | -$13.5K | 0.01% | 153 |
|
|
2024
Q1 | $244K | Buy |
+5,323
| New | +$244K | 0.02% | 150 |
|