Cape Investment Advisory’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
$144K Hold
1,018
0.05% 218
2025
Q1
$139K Sell
1,018
-1
-0.1% -$137 0.06% 213
2024
Q4
$168K Sell
1,019
-160
-14% -$26.4K 0.07% 184
2024
Q3
$147K Hold
1,179
0.06% 200
2024
Q2
$139K Hold
1,179
0.06% 189
2024
Q1
$133K Hold
1,179
0.06% 185
2023
Q4
$110K Hold
1,179
0.05% 206
2023
Q3
$106K Sell
1,179
-14
-1% -$1.26K 0.06% 205
2023
Q2
$91.6K Sell
1,193
-125
-9% -$9.6K 0.05% 206
2023
Q1
$83.2K Buy
+1,318
New +$83.2K 0.05% 208