Aviso Wealth Management’s Apollo Global Management APO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Hold
2,276
0.15% 114
2025
Q1
$312K Hold
2,276
0.17% 113
2024
Q4
$376K Hold
2,276
0.19% 103
2024
Q3
$284K Sell
2,276
-132
-5% -$16.5K 0.15% 118
2024
Q2
$284K Hold
2,408
0.17% 115
2024
Q1
$271K Buy
2,408
+200
+9% +$22.5K 0.17% 122
2023
Q4
$206K Buy
+2,208
New +$206K 0.15% 140