CWP
Concord 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 | $42.6K | Hold |
300
| – | – | 0.01% | 368 |
|
|
2025
Q1 | $41.1K | Hold |
300
| – | – | 0.01% | 344 |
|
|
2024
Q4 | $49.5K | Hold |
300
| – | – | 0.01% | 333 |
|
|
2024
Q3 | $37.5K | Hold |
300
| – | – | 0.01% | 378 |
|
|
2024
Q2 | $35.4K | Hold |
300
| – | – | 0.01% | 351 |
|
|
2024
Q1 | $33.7K | Hold |
300
| – | – | 0.01% | 414 |
|
|
2023
Q4 | $28K | Hold |
300
| – | – | 0.01% | 435 |
|
|
2023
Q3 | $26.9K | Hold |
300
| – | – | 0.01% | 465 |
|
|
2023
Q2 | $23K | Hold |
300
| – | – | 0.01% | 487 |
|
|
2023
Q1 | $18.9K | Sell |
300
-60
| -17% | -$3.79K | 0.01% | 500 |
|
|
2022
Q4 | $23K | Buy |
+360
| New | +$23K | 0.01% | 500 |
|
|
2022
Q3 | – | Sell |
-555
| Closed | -$27K | – | 211 |
|
|
2022
Q2 | $27K | Buy |
555
+77
| +16% | +$3.75K | 0.01% | 474 |
|
|
2022
Q1 | $30K | Buy |
478
+118
| +33% | +$7.41K | 0.01% | 539 |
|
|
2021
Q4 | $26K | Buy |
360
+60
| +20% | +$4.33K | 0.01% | 581 |
|
|
2021
Q3 | $18K | Hold |
300
| – | – | 0.01% | 391 |
|
|
2021
Q2 | $19K | Hold |
300
| – | – | 0.01% | 508 |
|
|
2021
Q1 | $14K | Hold |
300
| – | – | ﹤0.01% | 527 |
|
|
2020
Q4 | $15K | Buy |
+300
| New | +$15K | 0.01% | 331 |
|