AWM
Avior Wealth Management’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$44.9K | ﹤0.01% | 1517 |
|
|
2024
Q1 | $52.3K | Buy |
+465
| New | +$52.3K | ﹤0.01% | 1216 |
|
|
2020
Q3 | – | Sell |
-6,340
| Closed | -$316K | – | 914 |
|
|
2020
Q2 | $316K | Sell |
6,340
-370
| -6% | -$18.4K | 0.05% | 323 |
|
|
2020
Q1 | $224K | Buy |
6,710
+1,340
| +25% | +$44.7K | 0.04% | 322 |
|
|
2019
Q4 | $256K | Hold |
5,370
| – | – | 0.04% | 342 |
|
|
2019
Q3 | $203K | Buy |
+5,370
| New | +$203K | 0.04% | 359 |
|