Wagner Wealth Management’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-250
| Closed | -$7K | – | 257 |
|
|
2022
Q3 | $7K | Hold |
250
| – | – | 0.01% | 466 |
|
|
2022
Q2 | $9K | Buy |
+250
| New | +$9K | 0.01% | 448 |
|
|
2022
Q1 | – | Sell |
-250
| Closed | -$12K | – | 225 |
|
|
2021
Q4 | $12K | Hold |
250
| – | – | 0.01% | 463 |
|
|
2021
Q3 | $12K | Hold |
250
| – | – | 0.01% | 443 |
|
|
2021
Q2 | $13K | Hold |
250
| – | – | 0.01% | 448 |
|
|
2021
Q1 | $13K | Buy |
+250
| New | +$13K | 0.01% | 418 |
|
|
2018
Q1 | – | Hold |
0
| – | -$3K | – | 637 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 584 |
|