EP Wealth Advisors’s Apollo Global Management APO Stock Holding History

EP Wealth Advisors’s Portfolio APO Stock Details APO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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