JPMPWA
J.P. Morgan Private Wealth Advisors’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.76M | Buy |
30,752
+7,890
| +35% | +$708K | 0.01% | 642 |
|
|
2023
Q2 | $1.76M | Sell |
22,862
-32,113
| -58% | -$2.47M | 0.01% | 611 |
|
|
2023
Q1 | $3.47M | Buy |
54,975
+5,175
| +10% | +$327K | 0.01% | 693 |
|
|
2022
Q4 | $3.18M | Buy |
49,800
+7,161
| +17% | +$457K | 0.01% | 701 |
|
|
2022
Q3 | $1.98M | Sell |
42,639
-345,478
| -89% | -$16.1M | 0.01% | 840 |
|
|
2022
Q2 | $18.8M | Sell |
388,117
-1,029,264
| -73% | -$49.9M | 0.05% | 291 |
|
|
2022
Q1 | $87.9M | Buy |
+1,417,381
| New | +$87.9M | 0.19% | 127 |
|
|
2021
Q4 | – | Sell |
-1,341,300
| Closed | -$82.6M | – | 1988 |
|
|
2021
Q3 | $82.6M | Buy |
1,341,300
+60,409
| +5% | +$3.72M | 0.2% | 121 |
|
|
2021
Q2 | $79.7M | Buy |
1,280,891
+531,638
| +71% | +$33.1M | 0.21% | 119 |
|
|
2021
Q1 | $35.2M | Sell |
749,253
-139,781
| -16% | -$6.57M | 0.11% | 188 |
|
|
2020
Q4 | $43.5M | Buy |
889,034
+293,080
| +49% | +$14.4M | 0.14% | 154 |
|
|
2020
Q3 | $26.7M | Buy |
595,954
+317,479
| +114% | +$14.2M | 0.1% | 182 |
|
|
2020
Q2 | $13.9M | Sell |
278,475
-50,681
| -15% | -$2.53M | 0.06% | 241 |
|
|
2020
Q1 | $11M | Sell |
329,156
-65,150
| -17% | -$2.18M | 0.06% | 250 |
|
|
2019
Q4 | $18.8M | Buy |
394,306
+73,749
| +23% | +$3.52M | 0.09% | 205 |
|
|
2019
Q3 | $12.1M | Buy |
320,557
+18,654
| +6% | +$705K | 0.06% | 258 |
|
|
2019
Q2 | $10.4M | Sell |
301,903
-994
| -0.3% | -$34.1K | 0.06% | 276 |
|
|
2019
Q1 | $8.56M | Buy |
302,897
+29,127
| +11% | +$823K | 0.04% | 304 |
|
|
2018
Q4 | $6.72M | Sell |
273,770
-16,896
| -6% | -$415K | 0.04% | 316 |
|
|
2018
Q3 | $10M | Buy |
290,666
+98,592
| +51% | +$3.41M | 0.05% | 300 |
|
|
2018
Q2 | $6.12M | Buy |
+192,074
| New | +$6.12M | 0.03% | 357 |
|