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 |
|