TPWM
Twelve Points Wealth Management’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Buy |
81,801
+4,611
| +6% | +$204K | 0.98% | 21 |
|
|
2025
Q1 | $3.02M | Buy |
77,190
+5,478
| +8% | +$214K | 0.82% | 24 |
|
|
2024
Q4 | $3.09M | Buy |
71,712
+2,629
| +4% | +$113K | 0.89% | 21 |
|
|
2024
Q3 | $2.99M | Buy |
69,083
+4,120
| +6% | +$178K | 0.94% | 18 |
|
|
2024
Q2 | $2.68M | Buy |
64,963
+3,324
| +5% | +$137K | 0.94% | 18 |
|
|
2024
Q1 | $2.82M | Buy |
61,639
+2,044
| +3% | +$93.6K | 1.03% | 16 |
|
|
2023
Q4 | $2.63M | Buy |
59,595
+662
| +1% | +$29.2K | 1.25% | 15 |
|
|
2023
Q3 | $2.21M | Buy |
58,933
+2,174
| +4% | +$81.4K | 1.1% | 19 |
|
|
2023
Q2 | $2.23M | Buy |
56,759
+3,740
| +7% | +$147K | 1.19% | 16 |
|
|
2023
Q1 | $1.7M | Buy |
53,019
+11,983
| +29% | +$383K | 0.97% | 24 |
|
|
2022
Q4 | $1.22M | Sell |
41,036
-8,338
| -17% | -$248K | 0.83% | 29 |
|
|
2022
Q3 | $1.33M | Buy |
49,374
+4,020
| +9% | +$108K | 1.03% | 18 |
|
|
2022
Q2 | $1.61M | Buy |
45,354
+27,110
| +149% | +$964K | 1.24% | 13 |
|
|
2022
Q1 | $718K | Buy |
18,244
+8,247
| +82% | +$325K | 0.54% | 65 |
|
|
2021
Q4 | $476K | Buy |
+9,997
| New | +$476K | 0.39% | 91 |
|