Golden State Wealth Management’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 | $824K | Buy |
5,806
+142
| +3% | +$20.1K | 0.1% | 162 |
|
|
2025
Q1 | $776K | Sell |
5,664
-7
| -0.1% | -$959 | 0.12% | 151 |
|
|
2024
Q4 | $937K | Buy |
+5,671
| New | +$937K | 0.14% | 122 |
|
|
2022
Q1 | – | Sell |
-9,361
| Closed | -$678K | – | 310 |
|
|
2021
Q4 | $678K | Buy |
9,361
+4,244
| +83% | +$307K | 0.12% | 169 |
|
|
2021
Q3 | $315K | Buy |
5,117
+43
| +0.8% | +$2.65K | 0.07% | 227 |
|
|
2021
Q2 | $316K | Sell |
5,074
-488
| -9% | -$30.4K | 0.07% | 220 |
|
|
2021
Q1 | $261K | Sell |
5,562
-5,426
| -49% | -$255K | 0.09% | 161 |
|
|
2020
Q4 | $538K | Buy |
10,988
+2,138
| +24% | +$105K | 0.16% | 119 |
|
|
2020
Q3 | $396K | Sell |
8,850
-6,213
| -41% | -$278K | 0.13% | 118 |
|
|
2020
Q2 | $752K | Buy |
15,063
+3,548
| +31% | +$177K | 0.24% | 71 |
|
|
2020
Q1 | $386K | Buy |
+11,515
| New | +$386K | 0.17% | 89 |
|
|
2019
Q4 | – | Sell |
-18,175
| Closed | -$687K | – | 101 |
|
|
2019
Q3 | $687K | Sell |
18,175
-690
| -4% | -$26.1K | 0.23% | 84 |
|
|
2019
Q2 | $647K | Sell |
18,865
-70
| -0.4% | -$2.4K | 0.21% | 98 |
|
|
2019
Q1 | $535K | Buy |
+18,935
| New | +$535K | 0.18% | 111 |
|