CSWM
Cassady Schiller Wealth Management’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $79.4K | Buy |
481
+25
| +5% | +$4.13K | 0.03% | 170 |
|
|
2024
Q3 | $57K | Hold |
456
| – | – | 0.02% | 195 |
|
|
2024
Q2 | $53.8K | Hold |
456
| – | – | 0.02% | 192 |
|
|
2024
Q1 | $51.3K | Hold |
456
| – | – | 0.02% | 210 |
|
|
2023
Q4 | $42.5K | Hold |
456
| – | – | 0.02% | 215 |
|
|
2023
Q3 | $40.9K | Hold |
456
| – | – | 0.02% | 211 |
|
|
2023
Q2 | $35K | Buy |
+456
| New | +$35K | 0.02% | 226 |
|