EP Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.18M | Sell |
|
|||||
|
2025
Q4 | $4.4M | Buy |
|
|||||
|
2025
Q2 | $579K | Sell |
|
|||||
|
2025
Q1 | $724K | Sell |
|
|||||
|
2024
Q4 | $918K | Buy |
|
|||||
|
2024
Q3 | $681K | Buy |
|
|||||
|
2024
Q2 | $399K | Buy |
|
|||||
|
2024
Q1 | $359K | Buy |
|
|||||
|
2023
Q4 | $264K | Buy |
|
|||||
|
2023
Q3 | $228K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $356K | Buy |
|
|||||
|
2022
Q1 | $268K | Buy |
|