Creative Planning’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.47M | Buy |
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|
2025
Q2 | $9.22M | Buy |
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|
2025
Q1 | $8.45M | Buy |
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|
2024
Q4 | $8.61M | Buy |
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|
2024
Q3 | $5.22M | Buy |
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|
2024
Q2 | $4.66M | Buy |
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|
2024
Q1 | $3.96M | Buy |
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|
2023
Q4 | $2.31M | Buy |
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|
2023
Q3 | $1.93M | Sell |
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|
2023
Q2 | $2.28M | Buy |
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|
2023
Q1 | $1.86M | Buy |
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q3 | $956K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.76M | Buy |
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|
2021
Q4 | $579K | Sell |
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|
2021
Q3 | $614K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $543K | Buy |
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|
2020
Q4 | $536K | Buy |
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|
2020
Q3 | $428K | Sell |
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|
2020
Q2 | $1.01M | Sell |
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|
2020
Q1 | $925K | Sell |
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|
2019
Q4 | $2.23M | Buy |
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|
2019
Q3 | $422K | Sell |
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|
2019
Q2 | $485K | Buy |
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|
2019
Q1 | $380K | Sell |
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|
2018
Q4 | $362K | Buy |
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|
2018
Q3 | $248K | Buy |
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|
2018
Q2 | $217K | Sell |
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|
2018
Q1 | $521K | Buy |
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|
2017
Q4 | $330K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $99K | Sell |
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|
2017
Q1 | $232K | Sell |
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|
2016
Q4 | $194K | Buy |
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|
2016
Q3 | $77K | Buy |
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|
2016
Q2 | $30K | Buy |
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|
2016
Q1 | $17K | Sell |
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|
2015
Q4 | $20K | Sell |
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|
2015
Q3 | $36K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $4K | Sell |
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|
2014
Q4 | $59K | Sell |
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|
2014
Q3 | $106K | Buy |
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|
2014
Q2 | $97K | Buy |
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|
2014
Q1 | $48K | Hold |
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|
2013
Q4 | $47K | Hold |
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|
2013
Q3 | $42K | Hold |
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|
2013
Q2 | $36K | Buy |
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