CWS

Confluence Wealth Services’s Apollo Global Management APO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,188	Closed	-$202K	–	338
2024 Q4	$202K	Buy	+1,188	New	+$202K	0.01%	326
2022 Q1	–	Sell	-137	Closed	-$9K	–	299
2021 Q4	$9K	Buy	+137	New	+$9K	﹤0.01%	936