HCR Wealth Advisors’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
Q1
Sell
-1,237
Closed -$204K 231
2024
Q4
$204K Buy
+1,237
New +$204K 0.03% 223
2024
Q3
Sell
-2,237
Closed -$264K 230
2024
Q2
$264K Buy
2,237
+300
+15% +$35.4K 0.04% 184
2024
Q1
$218K Buy
+1,937
New +$218K 0.03% 206