CWM
Compass Wealth Management’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-346
| Closed | -$47.4K | – | 169 |
|
|
2025
Q1 | $47.4K | Hold |
346
| – | – | 0.01% | 249 |
|
|
2024
Q4 | $57.1K | Hold |
346
| – | – | 0.01% | 232 |
|
|
2024
Q3 | $43.2K | Sell |
346
-100
| -22% | -$12.5K | 0.01% | 264 |
|
|
2024
Q2 | $52.7K | Hold |
446
| – | – | 0.01% | 240 |
|
|
2024
Q1 | $50.2K | Buy |
446
+146
| +49% | +$16.4K | 0.01% | 248 |
|
|
2023
Q4 | $28K | Hold |
300
| – | – | 0.01% | 290 |
|
|
2023
Q3 | $26.9K | Hold |
300
| – | – | 0.01% | 290 |
|
|
2023
Q2 | $23K | Hold |
300
| – | – | 0.01% | 316 |
|
|
2023
Q1 | $18.9K | Hold |
300
| – | – | 0.01% | 327 |
|
|
2022
Q4 | $19.1K | Buy |
+300
| New | +$19.1K | 0.01% | 323 |
|