GVAG
Great Valley Advisor Group’s Apollo Global Management APO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.05M | Buy |
14,433
+2,384
| +20% | +$338K | 0.05% | 312 |
|
2025
Q1 | $1.65M | Buy |
12,049
+7,005
| +139% | +$959K | 0.04% | 347 |
|
2024
Q4 | $833K | Buy |
5,044
+1,837
| +57% | +$303K | 0.02% | 483 |
|
2024
Q3 | $401K | Buy |
3,207
+491
| +18% | +$61.3K | 0.01% | 615 |
|
2024
Q2 | $321K | Buy |
2,716
+209
| +8% | +$24.7K | 0.01% | 627 |
|
2024
Q1 | $282K | Buy |
2,507
+257
| +11% | +$28.9K | 0.01% | 620 |
|
2023
Q4 | $210K | Sell |
2,250
-371
| -14% | -$34.6K | 0.01% | 665 |
|
2023
Q3 | $235K | Sell |
2,621
-141
| -5% | -$12.7K | 0.01% | 593 |
|
2023
Q2 | $212K | Buy |
+2,762
| New | +$212K | 0.01% | 648 |
|
2023
Q1 | – | Sell |
-4,138
| Closed | -$264K | – | 701 |
|
2022
Q4 | $264K | Buy |
+4,138
| New | +$264K | 0.01% | 577 |
|
2021
Q1 | – | Sell |
-16,630
| Closed | -$815K | – | 502 |
|
2020
Q4 | $815K | Sell |
16,630
-645
| -4% | -$31.6K | 0.08% | 203 |
|
2020
Q3 | $773K | Sell |
17,275
-6,433
| -27% | -$288K | 0.09% | 191 |
|
2020
Q2 | $1.18M | Sell |
23,708
-13,391
| -36% | -$668K | 0.19% | 131 |
|
2020
Q1 | $1.24M | Buy |
37,099
+17,383
| +88% | +$582K | 0.33% | 91 |
|
2019
Q4 | $941K | Buy |
+19,716
| New | +$941K | 0.21% | 140 |
|