Baldwin Wealth Partners’s Apollo Global Management APO Stock Holding History

Baldwin Wealth Partners’s Portfolio APO Stock Details APO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.87M	Hold	13,180	–	–	0.13%	82
2025 Q1	$1.8M	Hold	13,180	–	–	0.13%	83
2024 Q4	$2.18M	Sell	13,180 -169	-1%	-$27.9K	0.15%	82
2024 Q3	$1.67M	Buy	13,349 +203	+2%	+$25.4K	0.11%	96
2024 Q2	$1.55M	Hold	13,146	–	–	0.12%	84
2024 Q1	$1.48M	Hold	13,146	–	–	0.11%	93
2023 Q4	$1.23M	Hold	13,146	–	–	0.1%	97
2023 Q3	$1.18M	Hold	13,146	–	–	0.1%	100
2023 Q2	$1.01M	Hold	13,146	–	–	0.08%	111
2023 Q1	$830K	Hold	13,146	–	–	0.07%	119
2022 Q4	$839K	Hold	13,146	–	–	0.08%	121
2022 Q3	$611K	Sell	13,146 -279	-2%	-$13K	0.08%	85
2022 Q2	$651K	Buy	+13,425	New	+$651K	0.08%	87
2022 Q1	–	Sell	-13,425	Closed	-$972K	–	668
2021 Q4	$972K	Hold	13,425	–	–	0.1%	78
2021 Q3	$827K	Hold	13,425	–	–	0.09%	77
2021 Q2	$835K	Hold	13,425	–	–	0.09%	80
2021 Q1	$631K	Sell	13,425 -128	-0.9%	-$6.02K	0.07%	89
2020 Q4	$664K	Sell	13,553 -72	-0.5%	-$3.53K	0.08%	88
2020 Q3	$610K	Hold	13,625	–	–	0.08%	90
2020 Q2	$680K	Sell	13,625 -775	-5%	-$38.7K	0.1%	84
2020 Q1	$482K	Hold	14,400	–	–	0.08%	95
2019 Q4	$687K	Hold	14,400	–	–	0.1%	91
2019 Q3	$545K	Sell	14,400 -500	-3%	-$18.9K	0.08%	101
2019 Q2	$511K	Hold	14,900	–	–	0.08%	119
2019 Q1	$421K	Sell	14,900 -220	-1%	-$6.22K	0.06%	140
2018 Q4	$371K	Hold	15,120	–	–	0.06%	138
2018 Q3	$522K	Hold	15,120	–	–	0.07%	125
2018 Q2	$482K	Hold	15,120	–	–	0.07%	127
2018 Q1	$448K	Sell	15,120 -780	-5%	-$23.1K	0.07%	131
2017 Q4	$532K	Hold	15,900	–	–	0.08%	121
2017 Q3	$479K	Hold	15,900	–	–	0.08%	125
2017 Q2	$421K	Hold	15,900	–	–	0.07%	136
2017 Q1	$387K	Hold	15,900	–	–	0.06%	145
2016 Q4	$308K	Buy	15,900 +2,500	+19%	+$48.4K	0.06%	155
2016 Q3	$241K	Buy	13,400 +3,500	+35%	+$62.9K	0.04%	167
2016 Q2	$150K	Buy	9,900 +4,000	+68%	+$60.6K	0.03%	181
2016 Q1	$101K	Sell	5,900 -4,500	-43%	-$77K	0.02%	236
2015 Q4	$158K	Sell	10,400 -2,500	-19%	-$38K	0.03%	216
2015 Q3	$222K	Hold	12,900	–	–	0.04%	210
2015 Q2	$286K	Buy	12,900 +1,000	+8%	+$22.2K	0.04%	203
2015 Q1	$257K	Buy	+11,900	New	+$257K	0.04%	208