CWP
CFM Wealth Partners’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Buy |
2,212
+2
| +0.1% | +$284 | 0.05% | 117 |
|
|
2025
Q1 | $303K | Buy |
2,210
+2
| +0.1% | +$274 | 0.05% | 116 |
|
|
2024
Q4 | $365K | Buy |
2,208
+1
| +0% | +$165 | 0.06% | 106 |
|
|
2024
Q3 | $276K | Sell |
2,207
-939
| -30% | -$117K | 0.05% | 124 |
|
|
2024
Q2 | $371K | Hold |
3,146
| – | – | 0.07% | 114 |
|
|
2024
Q1 | $354K | Hold |
3,146
| – | – | 0.07% | 122 |
|
|
2023
Q4 | $293K | Hold |
3,146
| – | – | 0.07% | 134 |
|
|
2023
Q3 | $282K | Buy |
+3,146
| New | +$282K | 0.07% | 123 |
|
|
2020
Q3 | – | Sell |
-60
| Closed | -$2K | – | 173 |
|
|
2020
Q2 | $2K | Sell |
60
-254
| -81% | -$8.47K | ﹤0.01% | 463 |
|
|
2020
Q1 | $11K | Hold |
314
| – | – | 0.01% | 420 |
|
|
2019
Q4 | $15K | Buy |
+314
| New | +$15K | 0.01% | 380 |
|