Carolinas Wealth Consulting’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
Sell
-2,724
Closed -$373K 56
2025
Q1
$373K Buy
2,724
+413
+18% +$56.6K 0.08% 122
2024
Q4
$382K Sell
2,311
-349
-13% -$57.6K 0.08% 130
2024
Q3
$332K Buy
2,660
+501
+23% +$62.6K 0.06% 143
2024
Q2
$255K Buy
2,159
+252
+13% +$29.7K 0.05% 156
2024
Q1
$214K Buy
1,907
+1,502
+371% +$169K 0.04% 167
2023
Q4
$37.7K Buy
+405
New +$37.7K 0.01% 373
2023
Q3
Sell
-270
Closed -$20.7K 1022
2023
Q2
$20.7K Buy
270
+2
+0.7% +$154 ﹤0.01% 471
2023
Q1
$17K Sell
268
-8
-3% -$506 ﹤0.01% 522
2022
Q4
$17.6K Buy
276
+11
+4% +$701 ﹤0.01% 521
2022
Q3
$12K Sell
265
-334
-56% -$15.1K ﹤0.01% 528
2022
Q2
$29K Sell
599
-5
-0.8% -$242 0.01% 400
2022
Q1
$37K Buy
+604
New +$37K 0.01% 395
2021
Q4
Sell
-587
Closed -$36K 957
2021
Q3
$36K Buy
+587
New +$36K 0.01% 388