J.W. Cole 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 | $1.6M | Buy |
11,296
+855
| +8% | +$121K | 0.03% | 497 |
|
|
2025
Q1 | $1.43M | Buy |
10,441
+244
| +2% | +$33.4K | 0.04% | 416 |
|
|
2024
Q4 | $1.68M | Buy |
10,197
+440
| +5% | +$72.7K | 0.07% | 278 |
|
|
2024
Q3 | $1.22M | Sell |
9,757
-28
| -0.3% | -$3.5K | 0.05% | 349 |
|
|
2024
Q2 | $1.16M | Buy |
9,785
+4,911
| +101% | +$580K | 0.05% | 321 |
|
|
2024
Q1 | $548K | Buy |
4,874
+1,100
| +29% | +$124K | 0.03% | 511 |
|
|
2023
Q4 | $352K | Buy |
3,774
+1
| +0% | +$93 | 0.02% | 591 |
|
|
2023
Q3 | $339K | Sell |
3,773
-112
| -3% | -$10.1K | 0.03% | 528 |
|
|
2023
Q2 | $298K | Buy |
3,885
+1
| +0% | +$77 | 0.02% | 583 |
|
|
2023
Q1 | $245K | Sell |
3,884
-759
| -16% | -$47.9K | 0.02% | 668 |
|
|
2022
Q4 | $296K | Sell |
4,643
-242
| -5% | -$15.4K | 0.02% | 564 |
|
|
2022
Q3 | $227K | Sell |
4,885
-162
| -3% | -$7.53K | 0.02% | 636 |
|
|
2022
Q2 | $245K | Sell |
5,047
-153
| -3% | -$7.43K | 0.02% | 607 |
|
|
2022
Q1 | $322K | Buy |
5,200
+301
| +6% | +$18.6K | 0.02% | 595 |
|
|
2021
Q4 | $355K | Buy |
4,899
+1,356
| +38% | +$98.3K | 0.02% | 586 |
|
|
2021
Q3 | $218K | Sell |
3,543
-728
| -17% | -$44.8K | 0.02% | 422 |
|
|
2021
Q2 | $266K | Buy |
+4,271
| New | +$266K | 0.02% | 616 |
|