BTWM
Baker Tilly Wealth Management’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Sell |
5,585
-185
| -3% | -$26.2K | 0.28% | 78 |
|
|
2025
Q1 | $790K | Buy |
5,770
+182
| +3% | +$24.9K | 0.31% | 82 |
|
|
2024
Q4 | $923K | Sell |
5,588
-2,425
| -30% | -$401K | 0.36% | 58 |
|
|
2024
Q3 | $1M | Buy |
8,013
+1,162
| +17% | +$145K | 0.44% | 54 |
|
|
2024
Q2 | $809K | Sell |
6,851
-816
| -11% | -$96.3K | 0.33% | 72 |
|
|
2024
Q1 | $862K | Sell |
7,667
-1,430
| -16% | -$161K | 0.16% | 146 |
|
|
2023
Q4 | $848K | Sell |
9,097
-2,900
| -24% | -$270K | 0.14% | 161 |
|
|
2023
Q3 | $1.08M | Sell |
11,997
-29,980
| -71% | -$2.69M | 0.18% | 120 |
|
|
2023
Q2 | $3.22M | Buy |
41,977
+3,027
| +8% | +$233K | 0.34% | 66 |
|
|
2023
Q1 | $2.46M | Buy |
38,950
+1,593
| +4% | +$101K | 0.28% | 79 |
|
|
2022
Q4 | $2.38M | Buy |
37,357
+6,787
| +22% | +$433K | 0.29% | 81 |
|
|
2022
Q3 | $1.42M | Sell |
30,570
-443
| -1% | -$20.6K | 0.19% | 113 |
|
|
2022
Q2 | $1.5M | Buy |
31,013
+4,195
| +16% | +$203K | 0.2% | 108 |
|
|
2022
Q1 | $1.66M | Buy |
26,818
+7,635
| +40% | +$473K | 0.18% | 113 |
|
|
2021
Q4 | $1.39M | Buy |
19,183
+4,275
| +29% | +$310K | 0.15% | 141 |
|
|
2021
Q3 | $918K | Buy |
14,908
+3,147
| +27% | +$194K | 0.12% | 183 |
|
|
2021
Q2 | $732K | Buy |
11,761
+3,108
| +36% | +$193K | 0.12% | 194 |
|
|
2021
Q1 | $407K | Buy |
+8,653
| New | +$407K | 0.08% | 284 |
|