Atria Wealth Solutions’s Apollo Global Management APO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$483K Sell
3,405
-2,917
-46% -$414K 0.01% 924
2025
Q1
$866K Sell
6,322
-954
-13% -$131K 0.01% 937
2024
Q4
$1.2M Sell
7,276
-1,386
-16% -$229K 0.01% 853
2024
Q3
$1.08M Sell
8,662
-928
-10% -$116K 0.01% 878
2024
Q2
$1.13M Buy
9,590
+1,285
+15% +$152K 0.01% 835
2024
Q1
$934K Sell
8,305
-9,992
-55% -$1.12M 0.01% 938
2023
Q4
$1.71M Sell
18,297
-4,971
-21% -$463K 0.02% 654
2023
Q3
$2.09M Sell
23,268
-3,292
-12% -$295K 0.03% 545
2023
Q2
$2.04M Sell
26,560
-6,681
-20% -$513K 0.03% 553
2023
Q1
$2.1M Sell
33,241
-7,103
-18% -$449K 0.03% 523
2022
Q4
$2.57M Buy
40,344
+3,397
+9% +$217K 0.04% 429
2022
Q3
$1.72M Sell
36,947
-133
-0.4% -$6.18K 0.03% 535
2022
Q2
$1.8M Buy
37,080
+18,715
+102% +$907K 0.03% 468
2022
Q1
$1.14M Buy
+18,365
New +$1.14M 0.02% 676