HM Payson & Co’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 | $15.7K | Sell |
115
-156
| -58% | -$21.4K | ﹤0.01% | 821 |
|
|
2024
Q4 | $44.8K | Buy |
+271
| New | +$44.8K | ﹤0.01% | 660 |
|
|
2023
Q2 | – | Sell |
-50
| Closed | -$3.16K | – | 998 |
|
|
2023
Q1 | $3.16K | Hold |
50
| – | – | ﹤0.01% | 894 |
|
|
2022
Q4 | $3.19K | Hold |
50
| – | – | ﹤0.01% | 833 |
|
|
2022
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 902 |
|
|
2022
Q2 | $2K | Sell |
50
-893
| -95% | -$35.7K | ﹤0.01% | 943 |
|
|
2022
Q1 | $58K | Buy |
+943
| New | +$58K | ﹤0.01% | 572 |
|
|
2021
Q4 | – | Sell |
-393
| Closed | -$24K | – | 1077 |
|
|
2021
Q3 | $24K | Hold |
393
| – | – | ﹤0.01% | 711 |
|
|
2021
Q2 | $24K | Hold |
393
| – | – | ﹤0.01% | 706 |
|
|
2021
Q1 | $18K | Hold |
393
| – | – | ﹤0.01% | 772 |
|
|
2020
Q4 | $19K | Buy |
+393
| New | +$19K | ﹤0.01% | 773 |
|