Carson Wealth (CWM LLC)’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
9,170
+1,254
| +16% | +$178K | ﹤0.01% | 1127 |
|
|
2025
Q1 | $1.08M | Buy |
7,916
+654
| +9% | +$89.6K | ﹤0.01% | 1081 |
|
|
2024
Q4 | $1.2M | Buy |
7,262
+651
| +10% | +$107K | 0.01% | 991 |
|
|
2024
Q3 | $826K | Sell |
6,611
-1,100
| -14% | -$137K | ﹤0.01% | 1136 |
|
|
2024
Q2 | $910K | Buy |
7,711
+500
| +7% | +$59K | ﹤0.01% | 942 |
|
|
2024
Q1 | $811K | Buy |
7,211
+1,484
| +26% | +$167K | ﹤0.01% | 943 |
|
|
2023
Q4 | $534K | Buy |
5,727
+169
| +3% | +$15.8K | ﹤0.01% | 1036 |
|
|
2023
Q3 | $499K | Buy |
5,558
+215
| +4% | +$19.3K | ﹤0.01% | 975 |
|
|
2023
Q2 | $410K | Buy |
5,343
+274
| +5% | +$21K | ﹤0.01% | 999 |
|
|
2023
Q1 | $320K | Buy |
5,069
+391
| +8% | +$24.7K | ﹤0.01% | 1035 |
|
|
2022
Q4 | $298K | Buy |
4,678
+844
| +22% | +$53.8K | ﹤0.01% | 949 |
|
|
2022
Q3 | $178K | Buy |
3,834
+493
| +15% | +$22.9K | ﹤0.01% | 1099 |
|
|
2022
Q2 | $162K | Buy |
3,341
+713
| +27% | +$34.6K | ﹤0.01% | 1129 |
|
|
2022
Q1 | $163K | Buy |
2,628
+2,183
| +491% | +$135K | ﹤0.01% | 1117 |
|
|
2021
Q4 | $32K | Buy |
+445
| New | +$32K | ﹤0.01% | 1754 |
|
|
2021
Q2 | $22K | Hold |
350
| – | – | ﹤0.01% | 1739 |
|
|
2021
Q1 | $22K | Hold |
350
| – | – | ﹤0.01% | 1739 |
|
|
2020
Q4 | $22K | Hold |
350
| – | – | ﹤0.01% | 1739 |
|
|
2020
Q3 | $22K | Hold |
350
| – | – | ﹤0.01% | 1739 |
|
|
2020
Q2 | $22K | Hold |
350
| – | – | ﹤0.01% | 1739 |
|
|
2020
Q1 | $22K | Hold |
350
| – | – | ﹤0.01% | 1739 |
|
|
2019
Q4 | $22K | Hold |
350
| – | – | ﹤0.01% | 1739 |
|
|
2019
Q3 | $22K | Hold |
350
| – | – | ﹤0.01% | 1739 |
|
|
2019
Q2 | $22K | Hold |
350
| – | – | ﹤0.01% | 1739 |
|
|
2019
Q1 | $22K | Buy |
+350
| New | +$22K | ﹤0.01% | 1739 |
|
|
2018
Q3 | – | Sell |
-32
| Closed | -$1K | – | 1828 |
|
|
2018
Q2 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1467 |
|