AJ Wealth Strategies’s Apollo Global Management APO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$237K	Buy	+3,080	New	+$206K	0.01%	266
2022 Q4	–	Sell	-4,457	Closed	-$207K	–	300
2022 Q3	$207K	Hold	4,457	–	–	0.01%	276
2022 Q2	$216K	Sell	4,457 -5,700	-56%	-$310K	0.01%	267
2022 Q1	$630K	Hold	10,157	–	–	0.03%	176
2021 Q4	$736K	Buy	10,157 +1,377	+16%	+$99.3K	0.04%	160
2021 Q3	$541K	Hold	8,780	–	–	0.03%	183
2021 Q2	$546K	Hold	8,780	–	–	0.03%	175
2021 Q1	$413K	Buy	8,780 +2,081	+31%	+$101K	0.03%	182
2020 Q4	$328K	Sell	6,699 -500	-7%	-$22.3K	0.03%	187
2020 Q3	$322K	Buy	7,199 +500	+7%	+$24.1K	0.03%	161
2020 Q2	$334K	Hold	6,699	–	–	0.04%	152
2020 Q1	$224K	Buy	+6,699	New	+$288K	0.03%	153
2019 Q2	–	Sell	-8,571	Closed	-$242K	–	107
2019 Q1	$242K	Buy	+8,571	New	+$244K	0.04%	89