AWS
AJ Wealth Strategies’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $237K | Buy |
+3,080
| New | +$237K | 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% | -$276K | 0.01% | 267 |
|
|
2022
Q1 | $630K | Hold |
10,157
| – | – | 0.03% | 176 |
|
|
2021
Q4 | $736K | Buy |
10,157
+1,377
| +16% | +$99.8K | 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% | +$97.9K | 0.03% | 182 |
|
|
2020
Q4 | $328K | Sell |
6,699
-500
| -7% | -$24.5K | 0.03% | 187 |
|
|
2020
Q3 | $322K | Buy |
7,199
+500
| +7% | +$22.4K | 0.03% | 161 |
|
|
2020
Q2 | $334K | Hold |
6,699
| – | – | 0.04% | 151 |
|
|
2020
Q1 | $224K | Buy |
+6,699
| New | +$224K | 0.03% | 152 |
|
|
2019
Q2 | – | Sell |
-8,571
| Closed | -$242K | – | 107 |
|
|
2019
Q1 | $242K | Buy |
+8,571
| New | +$242K | 0.04% | 89 |
|