DFA
Davies Financial Advisors’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
3,246
+3
| +0.1% | +$426 | 0.36% | 56 |
|
|
2025
Q1 | $444K | Buy |
3,243
+8
| +0.2% | +$1.1K | 0.38% | 47 |
|
|
2024
Q4 | $534K | Sell |
3,235
-1,158
| -26% | -$191K | 0.45% | 43 |
|
|
2024
Q3 | $549K | Buy |
4,393
+3
| +0.1% | +$375 | 0.48% | 46 |
|
|
2024
Q2 | $518K | Sell |
4,390
-545
| -11% | -$64.4K | 0.48% | 44 |
|
|
2024
Q1 | $555K | Buy |
+4,935
| New | +$555K | 0.57% | 38 |
|