Beacon Investment Advisory Services’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.97M | Buy |
56,158
+3,624
| +7% | +$514K | 0.35% | 68 |
|
|
2025
Q1 | $7.19M | Buy |
52,534
+31,654
| +152% | +$4.33M | 0.34% | 72 |
|
|
2024
Q4 | $3.45M | Sell |
20,880
-875
| -4% | -$145K | 0.15% | 96 |
|
|
2024
Q3 | $2.72M | Buy |
21,755
+12,770
| +142% | +$1.6M | 0.11% | 111 |
|
|
2024
Q2 | $1.06M | Sell |
8,985
-310
| -3% | -$36.6K | 0.05% | 133 |
|
|
2024
Q1 | $1.05M | Hold |
9,295
| – | – | 0.05% | 135 |
|
|
2023
Q4 | $866K | Sell |
9,295
-50
| -0.5% | -$4.66K | 0.04% | 149 |
|
|
2023
Q3 | $839K | Sell |
9,345
-50
| -0.5% | -$4.49K | 0.04% | 156 |
|
|
2023
Q2 | $722K | Buy |
9,395
+1,450
| +18% | +$111K | 0.03% | 170 |
|
|
2023
Q1 | $502K | Sell |
7,945
-3,000
| -27% | -$189K | 0.02% | 184 |
|
|
2022
Q4 | $698K | Buy |
10,945
+3,925
| +56% | +$250K | 0.04% | 164 |
|
|
2022
Q3 | $326K | Buy |
7,020
+1,336
| +24% | +$62K | 0.02% | 225 |
|
|
2022
Q2 | $276K | Buy |
5,684
+184
| +3% | +$8.94K | 0.01% | 241 |
|
|
2022
Q1 | $341K | Sell |
5,500
-50
| -0.9% | -$3.1K | 0.01% | 243 |
|
|
2021
Q4 | $402K | Hold |
5,550
| – | – | 0.02% | 235 |
|
|
2021
Q3 | $342K | Sell |
5,550
-100
| -2% | -$6.16K | 0.01% | 243 |
|
|
2021
Q2 | $351K | Sell |
5,650
-50
| -0.9% | -$3.11K | 0.01% | 252 |
|
|
2021
Q1 | $268K | Sell |
5,700
-50
| -0.9% | -$2.35K | 0.01% | 264 |
|
|
2020
Q4 | $282K | Hold |
5,750
| – | – | 0.01% | 231 |
|
|
2020
Q3 | $257K | Hold |
5,750
| – | – | 0.01% | 217 |
|
|
2020
Q2 | $287K | Buy |
+5,750
| New | +$287K | 0.02% | 203 |
|
|
2020
Q1 | – | Sell |
-5,750
| Closed | -$274K | – | 235 |
|
|
2019
Q4 | $274K | Hold |
5,750
| – | – | 0.01% | 224 |
|
|
2019
Q3 | $217K | Buy |
+5,750
| New | +$217K | 0.02% | 222 |
|