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Broadway Wealth Solutions’s Apollo Global Management APO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$308K Buy
2,169
+216
+11% +$30.6K 0.19% 57
2025
Q1
$267K Sell
1,953
-128
-6% -$17.5K 0.2% 67
2024
Q4
$344K Buy
+2,081
New +$344K 0.26% 42