AWM
Ameliora Wealth Management’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
17,444
-5,966
| -25% | -$846K | 0.89% | 29 |
|
|
2025
Q1 | $3.21M | Buy |
23,410
+799
| +4% | +$109K | 1.21% | 23 |
|
|
2024
Q4 | $3.73M | Buy |
22,611
+221
| +1% | +$36.5K | 1.4% | 22 |
|
|
2024
Q3 | $2.8M | Buy |
22,390
+410
| +2% | +$51.2K | 1.17% | 26 |
|
|
2024
Q2 | $2.6M | Buy |
21,980
+17,953
| +446% | +$2.12M | 1.18% | 29 |
|
|
2024
Q1 | $453K | Hold |
4,027
| – | – | 0.21% | 62 |
|
|
2023
Q4 | $375K | Buy |
+4,027
| New | +$375K | 0.19% | 64 |
|