WBI Investments’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 | $455K | Buy |
10,259
+2,135
| +26% | +$94.6K | 0.12% | 181 |
|
|
2025
Q1 | $318K | Sell |
8,124
-416
| -5% | -$16.3K | 0.08% | 173 |
|
|
2024
Q4 | $368K | Buy |
+8,540
| New | +$368K | 0.09% | 171 |
|
|
2022
Q3 | – | Sell |
-11,565
| Closed | -$411K | – | 114 |
|
|
2022
Q2 | $411K | Buy |
11,565
+240
| +2% | +$8.53K | 0.09% | 93 |
|
|
2022
Q1 | $445K | Buy |
11,325
+2,020
| +22% | +$79.4K | 0.07% | 150 |
|
|
2021
Q4 | $443K | Buy |
9,305
+1,535
| +20% | +$73.1K | 0.07% | 139 |
|
|
2021
Q3 | $380K | Sell |
7,770
-6,176
| -44% | -$302K | 0.06% | 145 |
|
|
2021
Q2 | $709K | Buy |
+13,946
| New | +$709K | 0.11% | 112 |
|
|
2020
Q2 | – | Sell |
-11,765
| Closed | -$253K | – | 102 |
|
|
2020
Q1 | $253K | Buy |
11,765
+1,013
| +9% | +$21.8K | 0.05% | 73 |
|
|
2019
Q4 | $348K | Sell |
10,752
-10,836
| -50% | -$351K | 0.04% | 162 |
|
|
2019
Q3 | $610K | Sell |
21,588
-2,272
| -10% | -$64.2K | 0.06% | 150 |
|
|
2019
Q2 | $657K | Sell |
23,860
-6,924
| -22% | -$191K | 0.06% | 171 |
|
|
2019
Q1 | $775K | Buy |
+30,784
| New | +$775K | 0.06% | 191 |
|
|
2018
Q3 | – | Sell |
-8,591
| Closed | -$259K | – | 244 |
|
|
2018
Q2 | $259K | Buy |
+8,591
| New | +$259K | 0.01% | 223 |
|
|
2018
Q1 | – | Sell |
-10,412
| Closed | -$411K | – | 192 |
|
|
2017
Q4 | $411K | Sell |
10,412
-7,569
| -42% | -$299K | 0.02% | 251 |
|
|
2017
Q3 | $586K | Buy |
+17,981
| New | +$586K | 0.03% | 228 |
|