AWM
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Avior Wealth Management’s Apollo Global Management APO Stock Holding History

Avior Wealth Management’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-85
Closed -$14K – 823
2024
Q4 		$14K Hold
85
– – ﹤0.01% 1516
2024
Q3 		$10.6K Hold
85
– – ﹤0.01% 1539
2024
Q2 		$10K Sell
85
-380
-82% -$43.1K ﹤0.01% 1517
2024
Q1 		$52.3K Buy
+465
New +$49.1K ﹤0.01% 1216
2020
Q3 		– Sell
-6,340
Closed -$316K – 914
2020
Q2 		$316K Sell
6,340
-370
-6% -$16.2K 0.05% 323
2020
Q1 		$224K Buy
6,710
+1,340
+25% +$57.6K 0.04% 322
2019
Q4 		$256K Hold
5,370
– – 0.04% 342
2019
Q3 		$203K Buy
+5,370
New +$195K 0.04% 359

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NPT
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