Jamison Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-298
| Closed | -$37.2K | – | 215 |
|
|
2024
Q3 | $37.2K | Hold |
298
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $35.2K | Hold |
298
| – | – | 0.01% | 259 |
|
|
2024
Q1 | $33.5K | Hold |
298
| – | – | 0.01% | 271 |
|
|
2023
Q4 | $27.8K | Hold |
298
| – | – | 0.01% | 258 |
|
|
2023
Q3 | $26.7K | Buy |
+298
| New | +$26.7K | 0.01% | 257 |
|