GWM
Guardian Wealth Management’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.18M | Buy |
43,528
+200
| +0.5% | +$28.4K | 4.11% | 4 |
|
|
2025
Q1 | $5.93M | Buy |
43,328
+1,923
| +5% | +$263K | 3.96% | 4 |
|
|
2024
Q4 | $6.84M | Buy |
41,405
+1,103
| +3% | +$182K | 4.66% | 4 |
|
|
2024
Q3 | $5.03M | Sell |
40,302
-429
| -1% | -$53.6K | 3.55% | 7 |
|
|
2024
Q2 | $4.81M | Sell |
40,731
-964
| -2% | -$114K | 3.68% | 5 |
|
|
2024
Q1 | $4.69M | Buy |
41,695
+1,198
| +3% | +$135K | 3.61% | 6 |
|
|
2023
Q4 | $3.77M | Buy |
40,497
+329
| +0.8% | +$30.7K | 3.19% | 7 |
|
|
2023
Q3 | $3.61M | Sell |
40,168
-493
| -1% | -$44.3K | 3.37% | 5 |
|
|
2023
Q2 | $3.12M | Buy |
40,661
+1,459
| +4% | +$112K | 2.85% | 6 |
|
|
2023
Q1 | $2.48M | Buy |
39,202
+797
| +2% | +$50.3K | 2.39% | 9 |
|
|
2022
Q4 | $2.45M | Buy |
38,405
+1,137
| +3% | +$72.5K | 2.41% | 9 |
|
|
2022
Q3 | $1.73M | Buy |
37,268
+1,368
| +4% | +$63.6K | 1.96% | 17 |
|
|
2022
Q2 | $1.74M | Buy |
35,900
+2,568
| +8% | +$124K | 1.87% | 18 |
|
|
2022
Q1 | $2.07M | Buy |
33,332
+1,499
| +5% | +$92.9K | 2.05% | 13 |
|
|
2021
Q4 | $2.31M | Buy |
+31,833
| New | +$2.31M | 2.22% | 11 |
|