Heritage 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
Q2 | $156K | Hold |
1,100
| – | – | 0.01% | 220 |
|
|
2025
Q1 | $151K | Hold |
1,100
| – | – | 0.01% | 220 |
|
|
2024
Q4 | $182K | Hold |
1,100
| – | – | 0.01% | 209 |
|
|
2024
Q3 | $137K | Buy |
1,100
+100
| +10% | +$12.5K | 0.01% | 243 |
|
|
2024
Q2 | $118K | Hold |
1,000
| – | – | 0.01% | 241 |
|
|
2024
Q1 | $112K | Hold |
1,000
| – | – | 0.01% | 249 |
|
|
2023
Q4 | $93.2K | Hold |
1,000
| – | – | ﹤0.01% | 273 |
|
|
2023
Q3 | $89.8K | Hold |
1,000
| – | – | ﹤0.01% | 258 |
|
|
2023
Q2 | $76.8K | Hold |
1,000
| – | – | ﹤0.01% | 281 |
|
|
2023
Q1 | $63.2K | Hold |
1,000
| – | – | ﹤0.01% | 292 |
|
|
2022
Q4 | $63.8K | Hold |
1,000
| – | – | ﹤0.01% | 294 |
|
|
2022
Q3 | $46.5K | Hold |
1,000
| – | – | ﹤0.01% | 306 |
|
|
2022
Q2 | $48K | Hold |
1,000
| – | – | ﹤0.01% | 334 |
|
|
2022
Q1 | $62K | Hold |
1,000
| – | – | ﹤0.01% | 293 |
|
|
2021
Q4 | $72K | Hold |
1,000
| – | – | ﹤0.01% | 293 |
|
|
2021
Q3 | $61.6K | Hold |
1,000
| – | – | ﹤0.01% | 301 |
|
|
2021
Q2 | $62.2K | Hold |
1,000
| – | – | ﹤0.01% | 306 |
|
|
2021
Q1 | $47K | Hold |
1,000
| – | – | ﹤0.01% | 337 |
|
|
2020
Q4 | $49K | Hold |
1,000
| – | – | ﹤0.01% | 327 |
|
|
2020
Q3 | $44.8K | Hold |
1,000
| – | – | 0.01% | 277 |
|
|
2020
Q2 | $49.9K | Hold |
1,000
| – | – | 0.01% | 256 |
|
|
2020
Q1 | $33.5K | Hold |
1,000
| – | – | 0.01% | 274 |
|
|
2019
Q4 | $47.7K | Hold |
1,000
| – | – | 0.01% | 309 |
|
|
2019
Q3 | $37K | Buy |
1,000
+500
| +100% | +$18.5K | 0.01% | 301 |
|
|
2019
Q2 | $17.2K | Hold |
500
| – | – | ﹤0.01% | 351 |
|
|
2019
Q1 | $14.1K | Hold |
500
| – | – | ﹤0.01% | 335 |
|
|
2018
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 296 |
|
|
2018
Q3 | $17K | Buy |
+500
| New | +$17K | ﹤0.01% | 271 |
|