Bradley Foster & Sargent’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
$404K Sell
2,850
-3
-0.1% -$426 0.01% 418
2025
Q1
$391K Sell
2,853
-50
-2% -$6.85K 0.01% 368
2024
Q4
$479K Hold
2,903
0.01% 362
2024
Q3
$363K Hold
2,903
0.01% 394
2024
Q2
$343K Sell
2,903
-75
-3% -$8.86K 0.01% 393
2024
Q1
$335K Hold
2,978
0.01% 388
2023
Q4
$278K Sell
2,978
-640
-18% -$59.6K 0.01% 397
2023
Q3
$278K Hold
3,618
0.01% 396
2023
Q2
$278K Hold
3,618
0.01% 396
2023
Q1
$229K Hold
3,618
0.01% 407
2022
Q4
$231K Buy
+3,618
New +$231K 0.01% 400
2022
Q2
Sell
-3,890
Closed -$241K 438
2022
Q1
$241K Buy
+3,890
New +$241K 0.01% 430