EverSource Wealth Advisors’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 | $105K | Buy |
738
+3
| +0.4% | +$426 | ﹤0.01% | 1173 |
|
|
2025
Q1 | $101K | Buy |
735
+318
| +76% | +$43.6K | 0.01% | 909 |
|
|
2024
Q4 | $68.9K | Sell |
417
-16
| -4% | -$2.64K | ﹤0.01% | 1045 |
|
|
2024
Q3 | $54.1K | Sell |
433
-9
| -2% | -$1.12K | ﹤0.01% | 1036 |
|
|
2024
Q2 | $55.4K | Buy |
442
+28
| +7% | +$3.51K | ﹤0.01% | 1044 |
|
|
2024
Q1 | $44.9K | Buy |
414
+11
| +3% | +$1.19K | ﹤0.01% | 1024 |
|
|
2023
Q4 | $37.6K | Sell |
403
-122
| -23% | -$11.4K | ﹤0.01% | 1010 |
|
|
2023
Q3 | $47.1K | Sell |
525
-294
| -36% | -$26.4K | 0.01% | 834 |
|
|
2023
Q2 | $62.9K | Sell |
819
-49
| -6% | -$3.76K | 0.01% | 745 |
|
|
2023
Q1 | $54.8K | Sell |
868
-103
| -11% | -$6.51K | 0.01% | 764 |
|
|
2022
Q4 | $61.9K | Buy |
971
+239
| +33% | +$15.2K | 0.01% | 673 |
|
|
2022
Q3 | $34K | Hold |
732
| – | – | 0.01% | 734 |
|
|
2022
Q2 | $36K | Buy |
732
+177
| +32% | +$8.71K | 0.01% | 686 |
|
|
2022
Q1 | $34K | Hold |
555
| – | – | 0.01% | 540 |
|
|
2021
Q4 | $40K | Buy |
+555
| New | +$40K | 0.01% | 466 |
|