EP Wealth Advisors’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Sell |
4,082
-1,207
| -23% | -$171K | ﹤0.01% | 730 |
|
|
2025
Q1 | $724K | Sell |
5,289
-271
| -5% | -$37.1K | 0.01% | 585 |
|
|
2024
Q4 | $918K | Buy |
5,560
+104
| +2% | +$17.2K | 0.01% | 524 |
|
|
2024
Q3 | $681K | Buy |
5,456
+2,081
| +62% | +$260K | 0.01% | 598 |
|
|
2024
Q2 | $399K | Buy |
3,375
+185
| +6% | +$21.8K | ﹤0.01% | 588 |
|
|
2024
Q1 | $359K | Buy |
3,190
+353
| +12% | +$39.7K | ﹤0.01% | 582 |
|
|
2023
Q4 | $264K | Buy |
2,837
+300
| +12% | +$28K | ﹤0.01% | 654 |
|
|
2023
Q3 | $228K | Buy |
+2,537
| New | +$228K | ﹤0.01% | 630 |
|
|
2022
Q3 | – | Sell |
-7,352
| Closed | -$356K | – | 356 |
|
|
2022
Q2 | $356K | Buy |
7,352
+3,023
| +70% | +$146K | 0.01% | 445 |
|
|
2022
Q1 | $268K | Buy |
+4,329
| New | +$268K | 0.01% | 510 |
|