Baldwin Wealth Partners’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.76M | Hold |
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|
2025
Q2 | $1.87M | Hold |
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|
2025
Q1 | $1.8M | Hold |
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|
2024
Q4 | $2.18M | Sell |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $1.55M | Hold |
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|
2024
Q1 | $1.48M | Hold |
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|
2023
Q4 | $1.23M | Hold |
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|
2023
Q3 | $1.18M | Hold |
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|
2023
Q2 | $1.01M | Hold |
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|
2023
Q1 | $830K | Hold |
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|
2022
Q4 | $839K | Hold |
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|
2022
Q3 | $611K | Sell |
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|
2022
Q2 | $651K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $972K | Hold |
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|
2021
Q3 | $827K | Hold |
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|
2021
Q2 | $835K | Hold |
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|
2021
Q1 | $631K | Sell |
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|
2020
Q4 | $664K | Sell |
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|
2020
Q3 | $610K | Hold |
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|
2020
Q2 | $680K | Sell |
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|
2020
Q1 | $482K | Hold |
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|
2019
Q4 | $687K | Hold |
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|
2019
Q3 | $545K | Sell |
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|
2019
Q2 | $511K | Hold |
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|
2019
Q1 | $421K | Sell |
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|
2018
Q4 | $371K | Hold |
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|
2018
Q3 | $522K | Hold |
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|
2018
Q2 | $482K | Hold |
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|
2018
Q1 | $448K | Sell |
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|
2017
Q4 | $532K | Hold |
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|
2017
Q3 | $479K | Hold |
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|
2017
Q2 | $421K | Hold |
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|
2017
Q1 | $387K | Hold |
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|
2016
Q4 | $308K | Buy |
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|
2016
Q3 | $241K | Buy |
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|
2016
Q2 | $150K | Buy |
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|
2016
Q1 | $101K | Sell |
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|
2015
Q4 | $158K | Sell |
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|
2015
Q3 | $222K | Hold |
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|
2015
Q2 | $286K | Buy |
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|
2015
Q1 | $257K | Buy |
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