Creative Planning’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 | $9.22M | Buy |
65,014
+3,293
| +5% | +$467K | 0.01% | 534 |
|
|
2025
Q1 | $8.45M | Buy |
61,721
+9,612
| +18% | +$1.32M | 0.01% | 542 |
|
|
2024
Q4 | $8.61M | Buy |
52,109
+10,325
| +25% | +$1.71M | 0.01% | 501 |
|
|
2024
Q3 | $5.22M | Buy |
41,784
+2,316
| +6% | +$289K | 0.01% | 623 |
|
|
2024
Q2 | $4.66M | Buy |
39,468
+4,242
| +12% | +$501K | 0.01% | 643 |
|
|
2024
Q1 | $3.96M | Buy |
35,226
+10,478
| +42% | +$1.18M | ﹤0.01% | 692 |
|
|
2023
Q4 | $2.31M | Buy |
24,748
+3,273
| +15% | +$305K | ﹤0.01% | 863 |
|
|
2023
Q3 | $1.93M | Sell |
21,475
-8,170
| -28% | -$733K | ﹤0.01% | 859 |
|
|
2023
Q2 | $2.28M | Buy |
29,645
+192
| +0.7% | +$14.7K | ﹤0.01% | 758 |
|
|
2023
Q1 | $1.86M | Buy |
29,453
+5,972
| +25% | +$377K | ﹤0.01% | 799 |
|
|
2022
Q4 | $1.5M | Buy |
23,481
+2,921
| +14% | +$186K | ﹤0.01% | 845 |
|
|
2022
Q3 | $956K | Sell |
20,560
-863
| -4% | -$40.1K | ﹤0.01% | 983 |
|
|
2022
Q2 | $1.04M | Sell |
21,423
-6,997
| -25% | -$339K | ﹤0.01% | 956 |
|
|
2022
Q1 | $1.76M | Buy |
28,420
+20,420
| +255% | +$1.27M | ﹤0.01% | 755 |
|
|
2021
Q4 | $579K | Sell |
8,000
-1,963
| -20% | -$142K | ﹤0.01% | 1222 |
|
|
2021
Q3 | $614K | Buy |
+9,963
| New | +$614K | ﹤0.01% | 1188 |
|
|
2021
Q2 | – | Sell |
-11,558
| Closed | -$543K | – | 2003 |
|
|
2021
Q1 | $543K | Buy |
11,558
+607
| +6% | +$28.5K | ﹤0.01% | 1357 |
|
|
2020
Q4 | $536K | Buy |
10,951
+1,385
| +14% | +$67.8K | ﹤0.01% | 1251 |
|
|
2020
Q3 | $428K | Sell |
9,566
-10,756
| -53% | -$481K | ﹤0.01% | 1198 |
|
|
2020
Q2 | $1.01M | Sell |
20,322
-7,283
| -26% | -$363K | ﹤0.01% | 731 |
|
|
2020
Q1 | $925K | Sell |
27,605
-19,200
| -41% | -$643K | ﹤0.01% | 674 |
|
|
2019
Q4 | $2.23M | Buy |
46,805
+35,637
| +319% | +$1.7M | 0.01% | 480 |
|
|
2019
Q3 | $422K | Sell |
11,168
-2,970
| -21% | -$112K | ﹤0.01% | 1158 |
|
|
2019
Q2 | $485K | Buy |
14,138
+691
| +5% | +$23.7K | ﹤0.01% | 1089 |
|
|
2019
Q1 | $380K | Sell |
13,447
-1,319
| -9% | -$37.3K | ﹤0.01% | 1189 |
|
|
2018
Q4 | $362K | Buy |
14,766
+7,587
| +106% | +$186K | ﹤0.01% | 1117 |
|
|
2018
Q3 | $248K | Buy |
7,179
+378
| +6% | +$13.1K | ﹤0.01% | 1522 |
|
|
2018
Q2 | $217K | Sell |
6,801
-10,784
| -61% | -$344K | ﹤0.01% | 1575 |
|
|
2018
Q1 | $521K | Buy |
17,585
+7,737
| +79% | +$229K | ﹤0.01% | 1049 |
|
|
2017
Q4 | $330K | Buy |
+9,848
| New | +$330K | ﹤0.01% | 1295 |
|
|
2017
Q3 | – | Sell |
-3,746
| Closed | -$99K | – | 1940 |
|
|
2017
Q2 | $99K | Sell |
3,746
-5,799
| -61% | -$153K | ﹤0.01% | 1987 |
|
|
2017
Q1 | $232K | Sell |
9,545
-455
| -5% | -$11.1K | ﹤0.01% | 1390 |
|
|
2016
Q4 | $194K | Buy |
10,000
+5,700
| +133% | +$111K | ﹤0.01% | 1415 |
|
|
2016
Q3 | $77K | Buy |
4,300
+2,300
| +115% | +$41.2K | ﹤0.01% | 2018 |
|
|
2016
Q2 | $30K | Buy |
2,000
+1,000
| +100% | +$15K | ﹤0.01% | 2462 |
|
|
2016
Q1 | $17K | Sell |
1,000
-300
| -23% | -$5.1K | ﹤0.01% | 2836 |
|
|
2015
Q4 | $20K | Sell |
1,300
-800
| -38% | -$12.3K | ﹤0.01% | 2804 |
|
|
2015
Q3 | $36K | Buy |
+2,100
| New | +$36K | ﹤0.01% | 2278 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$4K | – | 1154 |
|
|
2015
Q1 | $4K | Sell |
200
-2,295
| -92% | -$45.9K | ﹤0.01% | 3534 |
|
|
2014
Q4 | $59K | Sell |
2,495
-1,957
| -44% | -$46.3K | ﹤0.01% | 1876 |
|
|
2014
Q3 | $106K | Buy |
4,452
+952
| +27% | +$22.7K | ﹤0.01% | 1422 |
|
|
2014
Q2 | $97K | Buy |
3,500
+2,000
| +133% | +$55.4K | ﹤0.01% | 1435 |
|
|
2014
Q1 | $48K | Hold |
1,500
| – | – | ﹤0.01% | 1809 |
|
|
2013
Q4 | $47K | Hold |
1,500
| – | – | ﹤0.01% | 1644 |
|
|
2013
Q3 | $42K | Hold |
1,500
| – | – | ﹤0.01% | 1616 |
|
|
2013
Q2 | $36K | Buy |
+1,500
| New | +$36K | ﹤0.01% | 1559 |
|