Abbot Financial Management’s Apollo Global Management APO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$724K	Hold	5,100	–	–	0.33%	82
2025 Q1	$698K	Hold	5,100	–	–	0.36%	80
2024 Q4	$842K	Hold	5,100	–	–	0.42%	63
2024 Q3	$637K	Hold	5,100	–	–	0.32%	88
2024 Q2	$602K	Hold	5,100	–	–	0.32%	85
2024 Q1	$573K	Hold	5,100	–	–	0.32%	84
2023 Q4	$475K	Sell	5,100 -100	-2%	-$9.32K	0.29%	90
2023 Q3	$467K	Hold	5,200	–	–	0.31%	82
2023 Q2	$399K	Hold	5,200	–	–	0.26%	85
2023 Q1	$328K	Hold	5,200	–	–	0.22%	95
2022 Q4	$332K	Hold	5,200	–	–	0.23%	91
2022 Q3	$242K	Hold	5,200	–	–	0.17%	101
2022 Q2	$252K	Hold	5,200	–	–	0.15%	107
2022 Q1	$322K	Hold	5,200	–	–	0.16%	107
2021 Q4	$377K	Sell	5,200 -200	-4%	-$14.5K	0.17%	101
2021 Q3	$333K	Hold	5,400	–	–	0.15%	107
2021 Q2	$336K	Hold	5,400	–	–	0.15%	103
2021 Q1	$254K	Hold	5,400	–	–	0.12%	115
2020 Q4	$264K	Buy	5,400 +400	+8%	+$19.6K	0.15%	104
2020 Q3	$224K	Hold	5,000	–	–	0.15%	104
2020 Q2	$250K	Buy	+5,000	New	+$250K	0.17%	99
2020 Q1	–	Sell	-8,250	Closed	-$394K	–	109
2019 Q4	$394K	Sell	8,250 -350	-4%	-$16.7K	0.25%	87
2019 Q3	$325K	Buy	8,600 +300	+4%	+$11.3K	0.23%	95
2019 Q2	$285K	Hold	8,300	–	–	0.21%	99
2019 Q1	$234K	Buy	+8,300	New	+$234K	0.18%	96