CWP
Curated 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 | $316M | Buy |
2,229,478
+112
| +0% | +$15.9K | 37.09% | 1 |
|
|
2025
Q1 | $305M | Buy |
2,229,366
+6,623
| +0.3% | +$907K | 39.5% | 1 |
|
|
2024
Q4 | $367M | Sell |
2,222,743
-107,964
| -5% | -$17.8M | 41.91% | 1 |
|
|
2024
Q3 | $291M | Sell |
2,330,707
-31,828
| -1% | -$3.98M | 37.24% | 1 |
|
|
2024
Q2 | $279M | Buy |
+2,362,535
| New | +$279M | 38.92% | 1 |
|
|
2024
Q1 | – | Sell |
-2,399,131
| Closed | -$224M | – | 17 |
|
|
2023
Q4 | $224M | Sell |
2,399,131
-36,081
| -1% | -$3.36M | 36.52% | 1 |
|
|
2023
Q3 | $219M | Sell |
2,435,212
-48,033
| -2% | -$4.31M | 39.82% | 1 |
|
|
2023
Q2 | $191M | Buy |
2,483,245
+2
| +0% | +$154 | 37.03% | 1 |
|
|
2023
Q1 | $157M | Sell |
2,483,243
-98,538
| -4% | -$6.22M | 35.29% | 1 |
|
|
2022
Q4 | $165M | Sell |
2,581,781
-24
| -0% | -$1.53K | 39.96% | 1 |
|
|
2022
Q3 | $120M | Sell |
2,581,805
-9
| -0% | -$419 | 35.26% | 1 |
|
|
2022
Q2 | $125M | Buy |
+2,581,814
| New | +$125M | 36.77% | 1 |
|
|
2022
Q1 | – | Sell |
-167,661
| Closed | -$12.1M | – | 140 |
|
|
2021
Q4 | $12.1M | Hold |
167,661
| – | – | 3.93% | 4 |
|
|
2021
Q3 | $10.3M | Hold |
167,661
| – | – | 5.76% | 3 |
|
|
2021
Q2 | $10.4M | Sell |
167,661
-62
| -0% | -$3.86K | 5.68% | 3 |
|
|
2021
Q1 | $7.88M | Buy |
167,723
+3,000
| +2% | +$141K | 4.84% | 4 |
|
|
2020
Q4 | $8.07M | Buy |
+164,723
| New | +$8.07M | 5.23% | 3 |
|