Belpointe Asset 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
2024 Q3	–	Sell	-2,647	Closed	-$313K	–	932
2024 Q2	$313K	Sell	2,647 -1,036	-28%	-$118K	0.02%	573
2024 Q1	$414K	Sell	3,683 -5,749	-61%	-$607K	0.03%	484
2023 Q4	$879K	Sell	9,432 -943	-9%	-$83.3K	0.08%	240
2023 Q3	$931K	Buy	+10,375	New	+$872K	0.1%	207
2023 Q2	–	Sell	-6,446	Closed	-$407K	–	739
2023 Q1	$407K	Sell	6,446 -1,413	-18%	-$94.6K	0.02%	631
2022 Q4	$501K	Sell	7,859 -2,531	-24%	-$150K	0.03%	541
2022 Q3	$483K	Buy	10,390 +4,503	+76%	+$247K	0.03%	516
2022 Q2	$285K	Sell	5,887 -1,005	-15%	-$54.7K	0.02%	699
2022 Q1	$426K	Buy	6,892 +9	+0.1%	+$592	0.03%	594
2021 Q4	$498K	Sell	6,883 -295	-4%	-$21.3K	0.03%	522
2021 Q3	$442K	Buy	7,178 +87	+1%	+$5.23K	0.03%	545
2021 Q2	$441K	Sell	7,091 -410	-5%	-$22.7K	0.03%	537
2021 Q1	$353K	Buy	7,501 +759	+11%	+$36.9K	0.03%	538
2020 Q4	$330K	Buy	6,742 +1,233	+22%	+$55K	0.03%	522
2020 Q3	$246K	Hold	5,509	–	–	0.03%	497
2020 Q2	$275K	Buy	5,509 +1,500	+37%	+$65.8K	0.04%	427
2020 Q1	$134K	Sell	4,009 -2,535	-39%	-$109K	0.02%	532
2019 Q4	$312K	Buy	+6,544	New	+$279K	0.04%	434