B. Riley Wealth Management’s Apollo Global Management APO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,786
Closed -$202K 629
2021
Q4
$202K Buy
+2,786
New +$201K 0.01% 585
2021
Q2
Sell
-4,736
Closed -$223K 427
2021
Q1
$223K Buy
+4,736
New +$230K 0.03% 344
2019
Q3
Sell
-6,155
Closed -$211 396
2019
Q2
$211 Buy
+6,155
New +$196K 0.03% 345
2018
Q4
Sell
-6,356
Closed -$220K 351
2018
Q3
$220K Buy
+6,356
New +$222K 0.05% 269
2015
Q3
Sell
-3,740
Closed -$82K 174
2015
Q2
$82K Hold
3,740
0.07% 314
2015
Q1
$80K Sell
3,740
-100
-3% -$2.33K 0.06% 333
2014
Q4
$90K Sell
3,840
-100
-3% -$2.31K 0.07% 289
2014
Q3
$93K Hold
3,940
0.07% 306
2014
Q2
$109K Buy
3,940
+300
+8% +$8.15K 0.07% 334
2014
Q1
$116K Buy
+3,640
New +$119K 0.09% 288

Other funds holding APO