Exencial 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	$489K	Buy	3,444 +4	+0.1%	+$567	0.02%	371
2025 Q1	$471K	Buy	3,440 +9	+0.3%	+$1.23K	0.02%	370
2024 Q4	$567K	Buy	3,431 +7	+0.2%	+$1.16K	0.02%	341
2024 Q3	$428K	Buy	+3,424	New	+$428K	0.02%	380