Avitas 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
2024
Q4
$1.07M Sell
6,478
-171
-3% -$28.2K 0.15% 135
2024
Q3
$831K Sell
6,649
-497
-7% -$62.1K 0.12% 146
2024
Q2
$844K Sell
7,146
-408
-5% -$48.2K 0.12% 149
2024
Q1
$849K Sell
7,554
-79
-1% -$8.88K 0.13% 150
2023
Q4
$711K Sell
7,633
-32
-0.4% -$2.98K 0.12% 147
2023
Q3
$688K Sell
7,665
-246
-3% -$22.1K 0.13% 143
2023
Q2
$608K Sell
7,911
-105
-1% -$8.07K 0.11% 144
2023
Q1
$506K Buy
8,016
+874
+12% +$55.2K 0.1% 153
2022
Q4
$456K Buy
+7,142
New +$456K 0.1% 147