AWM
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Apollon Wealth Management’s Vail Resorts MTN Stock Holding History

Apollon Wealth Management’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,362
Closed -$255K – 1255
2024
Q4 		$255K Sell
1,362
-458
-25% -$81.9K 0.01% 1004
2024
Q3 		$317K Buy
1,820
+134
+8% +$24K 0.01% 895
2024
Q2 		$304K Sell
1,686
-15
-0.9% -$2.98K 0.01% 861
2024
Q1 		$379K Sell
1,701
-29
-2% -$6.45K 0.01% 785
2023
Q4 		$369K Buy
1,730
+819
+90% +$179K 0.01% 768
2023
Q3 		$202K Sell
911
-72
-7% -$17.1K 0.01% 834
2023
Q2 		$247K Sell
983
-183
-16% -$44.6K 0.01% 792
2023
Q1 		$272K Buy
1,166
+317
+37% +$76.4K 0.02% 704
2022
Q4 		$202K Buy
+849
New +$199K 0.01% 782
2022
Q1 		– Sell
-823
Closed -$270K – 803
2021
Q4 		$270K Buy
823
+215
+35% +$73.3K 0.02% 608
2021
Q3 		$203K Buy
+608
New +$188K 0.03% 437

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Principal Financial Group
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Charles Schwab
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return