Carson 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 | $644K | Buy |
4,537
+51
| +1% | +$7.24K | 0.41% | 61 |
|
|
2025
Q1 | $614K | Buy |
4,486
+1
| +0% | +$137 | 0.41% | 67 |
|
|
2024
Q4 | $741K | Sell |
4,485
-1,174
| -21% | -$194K | 0.52% | 56 |
|
|
2024
Q3 | $707K | Sell |
5,659
-149
| -3% | -$18.6K | 0.44% | 68 |
|
|
2024
Q2 | $686K | Sell |
5,808
-14
| -0.2% | -$1.65K | 0.48% | 66 |
|
|
2024
Q1 | $655K | Sell |
5,822
-409
| -7% | -$46K | 0.46% | 71 |
|
|
2023
Q4 | $581K | Sell |
6,231
-99
| -2% | -$9.23K | 0.45% | 71 |
|
|
2023
Q3 | $568K | Sell |
6,330
-199
| -3% | -$17.9K | 0.5% | 68 |
|
|
2023
Q2 | $502K | Buy |
6,529
+501
| +8% | +$38.5K | 0.42% | 80 |
|
|
2023
Q1 | $381K | Buy |
6,028
+401
| +7% | +$25.3K | 0.34% | 85 |
|
|
2022
Q4 | $359K | Sell |
5,627
-300
| -5% | -$19.1K | 0.34% | 77 |
|
|
2022
Q3 | $276K | Hold |
5,927
| – | – | 0.31% | 87 |
|
|
2022
Q2 | $287K | Buy |
5,927
+250
| +4% | +$12.1K | 0.32% | 88 |
|
|
2022
Q1 | $352K | Buy |
5,677
+295
| +5% | +$18.3K | 0.35% | 74 |
|
|
2021
Q4 | $390K | Buy |
+5,382
| New | +$390K | 0.4% | 68 |
|