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