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

Avitas Wealth Management’s Portfolio APO Stock Details APO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.07M	Sell
2024 Q3	$831K	Sell
2024 Q2	$844K	Sell
2024 Q1	$849K	Sell
2023 Q4	$711K	Sell
2023 Q3	$688K	Sell
2023 Q2	$608K	Sell
2023 Q1	$506K	Buy
2022 Q4	$456K	Buy