FineMark National Bank & Trust’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
$562K Sell
3,963
-117
-3% -$16.6K 0.02% 287
2025
Q1
$559K Sell
4,080
-121
-3% -$16.6K 0.02% 283
2024
Q4
$694K Hold
4,201
0.02% 251
2024
Q3
$525K Buy
4,201
+84
+2% +$10.5K 0.02% 277
2024
Q2
$486K Buy
4,117
+98
+2% +$11.6K 0.02% 280
2024
Q1
$452K Hold
4,019
0.02% 293
2023
Q4
$375K Hold
4,019
0.02% 307
2023
Q3
$361K Buy
4,019
+18
+0.4% +$1.62K 0.02% 305
2023
Q2
$307K Sell
4,001
-300
-7% -$23K 0.01% 342
2023
Q1
$272K Buy
+4,301
New +$272K 0.01% 351
2021
Q4
Sell
-4,116
Closed -$254K 462
2021
Q3
$254K Buy
+4,116
New +$254K 0.01% 390