Axxcess Wealth Management’s Apollo Global Management APO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.64M | Buy |
18,613
+154
| +0.8% | +$21.8K | 0.06% | 241 |
|
2025
Q1 | $2.53M | Buy |
18,459
+728
| +4% | +$99.7K | 0.07% | 227 |
|
2024
Q4 | $2.93M | Sell |
17,731
-1,963
| -10% | -$324K | 0.07% | 200 |
|
2024
Q3 | $2.46M | Sell |
19,694
-1,235
| -6% | -$154K | 0.06% | 229 |
|
2024
Q2 | $2.47M | Sell |
20,929
-641
| -3% | -$75.7K | 0.07% | 218 |
|
2024
Q1 | $2.43M | Sell |
21,570
-1,776
| -8% | -$200K | 0.07% | 219 |
|
2023
Q4 | $2.18M | Buy |
23,346
+14,168
| +154% | +$1.32M | 0.06% | 233 |
|
2023
Q3 | $824K | Sell |
9,178
-567
| -6% | -$50.9K | 0.03% | 354 |
|
2023
Q2 | $749K | Sell |
9,745
-146
| -1% | -$11.2K | 0.05% | 272 |
|
2023
Q1 | $625K | Buy |
9,891
+35
| +0.4% | +$2.21K | 0.05% | 328 |
|
2022
Q4 | $629K | Sell |
9,856
-30
| -0.3% | -$1.91K | 0.05% | 314 |
|
2022
Q3 | $460K | Buy |
9,886
+195
| +2% | +$9.07K | 0.04% | 329 |
|
2022
Q2 | $470K | Buy |
9,691
+5,367
| +124% | +$260K | 0.04% | 315 |
|
2022
Q1 | $268K | Buy |
+4,324
| New | +$268K | 0.02% | 495 |
|