Gradient Investments’s Apollo Global Management APO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-21	Closed	-$1.96K	–	1265
2023 Q4	$1.96K	Hold	21	–	–	﹤0.01%	1235
2023 Q3	$1.89K	Hold	21	–	–	﹤0.01%	1193
2023 Q2	$1.61K	Buy	21 +12	+133%	+$802	﹤0.01%	1208
2023 Q1	$568	Hold	9	–	–	﹤0.01%	1269
2022 Q4	$574	Sell	9 -50	-85%	-$2.97K	﹤0.01%	1286
2022 Q3	$3K	Buy	59 +24	+69%	+$1.32K	﹤0.01%	1034
2022 Q2	$2K	Sell	35 -32	-48%	-$1.74K	﹤0.01%	1022
2022 Q1	$4K	Hold	67	–	–	﹤0.01%	909
2021 Q4	$5K	Hold	67	–	–	﹤0.01%	920
2021 Q3	$4K	Sell	67 -35	-34%	-$2.1K	﹤0.01%	903
2021 Q2	$6K	Sell	102 -58	-36%	-$3.22K	﹤0.01%	839
2021 Q1	$8K	Sell	160 -227,103	-100%	-$11M	﹤0.01%	797
2020 Q4	$10.2M	Sell	227,263 -3,362	-1%	-$150K	0.43%	60
2020 Q3	$10.3M	Buy	+230,625	New	+$11.1M	0.43%	60
2020 Q2	–	Sell	-17	Closed	-$1K	–	1041
2020 Q1	$1K	Buy	+17	New	+$730	﹤0.01%	960