BWCS
Beirne Wealth Consulting Services’s Apollo Global Management APO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.41M | Buy |
16,997
+10
| +0.1% | +$1.42K | 0.78% | 28 |
|
2025
Q1 | $2.33M | Buy |
16,987
+109
| +0.6% | +$14.9K | 0.83% | 28 |
|
2024
Q4 | $2.79M | Sell |
16,878
-293
| -2% | -$48.4K | 1.01% | 26 |
|
2024
Q3 | $2.14M | Buy |
17,171
+11
| +0.1% | +$1.37K | 0.75% | 28 |
|
2024
Q2 | $2.03M | Sell |
17,160
-339
| -2% | -$40K | 0.82% | 28 |
|
2024
Q1 | $1.97M | Sell |
17,499
-490
| -3% | -$55.1K | 0.83% | 28 |
|
2023
Q4 | $1.68M | Buy |
17,989
+426
| +2% | +$39.7K | 0.83% | 24 |
|
2023
Q3 | $1.35M | Hold |
17,563
| – | – | 1.08% | 16 |
|
2023
Q2 | $1.35M | Buy |
17,563
+18
| +0.1% | +$1.38K | 1.08% | 16 |
|
2023
Q1 | $1.11M | Buy |
17,545
+15
| +0.1% | +$947 | 0.78% | 24 |
|
2022
Q4 | $1.12M | Sell |
17,530
-4,984
| -22% | -$318K | 0.55% | 29 |
|
2022
Q3 | $1.05M | Sell |
22,514
-7
| -0% | -$326 | 0.4% | 35 |
|
2022
Q2 | $1.09M | Sell |
22,521
-10,832
| -32% | -$525K | 0.71% | 27 |
|
2022
Q1 | $2.07M | Buy |
+33,353
| New | +$2.07M | 1.15% | 19 |
|
2021
Q3 | – | Sell |
-30,771
| Closed | -$1.92M | – | 117 |
|
2021
Q2 | $1.92M | Buy |
30,771
+10,621
| +53% | +$661K | 1.05% | 24 |
|
2021
Q1 | $947K | Buy |
+20,150
| New | +$947K | 0.56% | 32 |
|