Twelve Points Wealth Management’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	$2.97M	Buy	81,511 +6,981	+9%	+$285K	0.65%	32
2025 Q4	$3.3M	Sell	74,530 -7,964	-10%	-$340K	0.74%	27
2025 Q3	$3.58M	Buy	82,494 +693	+0.8%	+$31.9K	0.89%	22
2025 Q2	$3.63M	Buy	81,801 +4,611	+6%	+$184K	0.98%	21
2025 Q1	$3.02M	Buy	77,190 +5,478	+8%	+$232K	0.82%	24
2024 Q4	$3.09M	Buy	71,712 +2,629	+4%	+$120K	0.89%	21
2024 Q3	$2.99M	Buy	69,083 +4,120	+6%	+$170K	0.94%	18
2024 Q2	$2.68M	Buy	64,963 +3,324	+5%	+$143K	0.94%	18
2024 Q1	$2.82M	Buy	61,639 +2,044	+3%	+$87.8K	1.03%	16
2023 Q4	$2.63M	Buy	59,595 +662	+1%	+$25K	1.25%	15
2023 Q3	$2.21M	Buy	58,933 +2,174	+4%	+$84.3K	1.1%	19
2023 Q2	$2.23M	Buy	56,759 +3,740	+7%	+$129K	1.19%	16
2023 Q1	$1.7M	Buy	53,019 +11,983	+29%	+$402K	0.97%	24
2022 Q4	$1.22M	Sell	41,036 -8,338	-17%	-$256K	0.83%	29
2022 Q3	$1.33M	Buy	49,374 +4,020	+9%	+$141K	1.03%	18
2022 Q2	$1.61M	Buy	45,354 +27,110	+149%	+$986K	1.24%	13
2022 Q1	$718K	Buy	18,244 +8,247	+82%	+$335K	0.54%	65
2021 Q4	$476K	Buy	+9,997	New	+$480K	0.39%	91