Clifford Swan Investment Counsel’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-18,354
| Closed | -$853K | – | 304 |
|
|
2022
Q3 | $853K | Hold |
18,354
| – | – | 0.04% | 173 |
|
|
2022
Q2 | $890K | Buy |
18,354
+121
| +0.7% | +$5.87K | 0.04% | 178 |
|
|
2022
Q1 | $1.13M | Buy |
18,233
+63
| +0.3% | +$3.9K | 0.04% | 172 |
|
|
2021
Q4 | $1.32M | Buy |
18,170
+123
| +0.7% | +$8.91K | 0.05% | 167 |
|
|
2021
Q3 | $1.38M | Buy |
18,047
+152
| +0.8% | +$11.6K | 0.05% | 166 |
|
|
2021
Q2 | $1.09M | Buy |
17,895
+152
| +0.9% | +$9.26K | 0.04% | 176 |
|
|
2021
Q1 | $834K | Buy |
+17,743
| New | +$834K | 0.03% | 187 |
|