Institute for Wealth Management’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	$874K	Sell	6,162 -1,451	-19%	-$206K	0.1%	218
2025 Q1	$1.04M	Buy	+7,613	New	+$1.04M	0.13%	175