Integrated Wealth Concepts’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 | $210K | Sell |
1,482
-1,446
| -49% | -$205K | ﹤0.01% | 1747 |
|
|
2025
Q1 | $401K | Sell |
2,928
-441
| -13% | -$60.4K | ﹤0.01% | 1252 |
|
|
2024
Q4 | $556K | Buy |
3,369
+837
| +33% | +$138K | 0.01% | 1085 |
|
|
2024
Q3 | $316K | Sell |
2,532
-269
| -10% | -$33.6K | ﹤0.01% | 1308 |
|
|
2024
Q2 | $331K | Sell |
2,801
-440
| -14% | -$51.9K | ﹤0.01% | 1264 |
|
|
2024
Q1 | $364K | Buy |
3,241
+506
| +19% | +$56.9K | 0.01% | 1213 |
|
|
2023
Q4 | $255K | Buy |
2,735
+145
| +6% | +$13.5K | ﹤0.01% | 1342 |
|
|
2023
Q3 | $232K | Buy |
+2,590
| New | +$232K | ﹤0.01% | 1345 |
|