BIC
Beach Investment Counsel’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $12.1M | Sell |
88,017
-51,381
| -37% | -$7.04M | 1.77% | 19 |
|
|
2024
Q4 | $23M | Sell |
139,398
-16,891
| -11% | -$2.79M | 3.11% | 9 |
|
|
2024
Q3 | $19.5M | Sell |
156,289
-3,259
| -2% | -$407K | 2.41% | 11 |
|
|
2024
Q2 | $18.8M | Buy |
159,548
+29,518
| +23% | +$3.49M | 2.32% | 13 |
|
|
2024
Q1 | $12.1M | Hold |
130,030
| – | – | 1.49% | 20 |
|
|
2023
Q4 | $12.1M | Sell |
130,030
-102,822
| -44% | -$9.58M | 1.5% | 20 |
|
|
2023
Q3 | $20.9M | Buy |
232,852
+153,714
| +194% | +$13.8M | 2.61% | 7 |
|
|
2023
Q2 | $6.08M | Buy |
+79,138
| New | +$6.08M | 0.72% | 40 |
|