Carson Wealth (CWM LLC)’s Apollo Commercial Real Estate ARI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $204K | Buy |
19,300
+1,572
| +9% | +$16.4K | ﹤0.01% | 2727 |
|
|
2025
Q4 | $172K | Sell |
17,728
-194
| -1% | -$1.94K | ﹤0.01% | 2688 |
|
|
2025
Q3 | $182K | Buy |
17,922
+11,503
| +179% | +$117K | ﹤0.01% | 2521 |
|
|
2025
Q2 | $62K | Buy |
6,419
+2,561
| +66% | +$24.1K | ﹤0.01% | 3098 |
|
|
2025
Q1 | $37K | Buy |
3,858
+1,087
| +39% | +$10.3K | ﹤0.01% | 3216 |
|
|
2024
Q4 | $24K | Buy |
2,771
+1,902
| +219% | +$17.1K | ﹤0.01% | 3306 |
|
|
2024
Q3 | $8K | Sell |
869
-37
| -4% | -$377 | ﹤0.01% | 3870 |
|
|
2024
Q2 | $9K | Sell |
906
-2,470
| -73% | -$25.5K | ﹤0.01% | 3585 |
|
|
2024
Q1 | $38K | Buy |
3,376
+2,506
| +288% | +$28.1K | ﹤0.01% | 2469 |
|
|
2023
Q4 | $10K | Sell |
870
-147
| -14% | -$1.57K | ﹤0.01% | 3163 |
|
|
2023
Q3 | $10K | Sell |
1,017
-188
| -16% | -$2.05K | ﹤0.01% | 3114 |
|
|
2023
Q2 | $14K | Sell |
1,205
-772
| -39% | -$7.79K | ﹤0.01% | 2854 |
|
|
2023
Q1 | $18K | Buy |
1,977
+264
| +15% | +$2.92K | ﹤0.01% | 2563 |
|
|
2022
Q4 | $18K | Buy |
1,713
+23
| +1% | +$251 | ﹤0.01% | 2433 |
|
|
2022
Q3 | $14K | Sell |
1,690
-785
| -32% | -$9.01K | ﹤0.01% | 2449 |
|
|
2022
Q2 | $26K | Buy |
2,475
+1,243
| +101% | +$15.3K | ﹤0.01% | 1958 |
|
|
2022
Q1 | $17K | Buy |
1,232
+355
| +40% | +$4.78K | ﹤0.01% | 2161 |
|
|
2021
Q4 | $12K | Buy |
+877
| New | +$12.7K | ﹤0.01% | 2232 |
|
|
2021
Q2 | $1K | Hold |
94
| – | – | ﹤0.01% | 2751 |
|
|
2021
Q1 | $1K | Hold |
94
| – | – | ﹤0.01% | 2751 |
|
|
2020
Q4 | $1K | Hold |
94
| – | – | ﹤0.01% | 2751 |
|
|
2020
Q3 | $1K | Hold |
94
| – | – | ﹤0.01% | 2751 |
|
|
2020
Q2 | $1K | Hold |
94
| – | – | ﹤0.01% | 2751 |
|
|
2020
Q1 | $1K | Hold |
94
| – | – | ﹤0.01% | 2750 |
|
|
2019
Q4 | $1K | Hold |
94
| – | – | ﹤0.01% | 2750 |
|
|
2019
Q3 | $1K | Hold |
94
| – | – | ﹤0.01% | 2750 |
|
|
2019
Q2 | $1K | Hold |
94
| – | – | ﹤0.01% | 2750 |
|
|
2019
Q1 | $1K | Buy |
+94
| New | +$1.69K | ﹤0.01% | 2750 |
|
|
2018
Q4 | – | Sell |
-11
| Closed | – | – | 2084 |
|
|
2018
Q3 | $0 | Sell |
11
-106
| -91% | -$2.02K | ﹤0.01% | 1833 |
|
|
2018
Q2 | $2K | Buy |
117
+106
| +964% | +$1.94K | ﹤0.01% | 1345 |
|
|
2018
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 1400 |
|
|
2017
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 1448 |
|
|
2017
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 1462 |
|
|
2017
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 1194 |
|
|
2017
Q1 | $0 | Buy |
+11
| New | +$195 | ﹤0.01% | 1164 |
|
Other funds holding ARI
VPM
VCM
NSGL
