JWM
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JFG Wealth Management’s Apollo Global Management APO Stock Holding History

JFG Wealth Management’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$253K Hold
1,782
– – 0.05% 58
2025
Q1 		$244K Hold
1,782
– – 0.06% 72
2024
Q4 		$294K Hold
1,782
– – 0.07% 82
2024
Q3 		$223K Sell
1,782
-12
-0.7% -$1.5K 0.06% 72
2024
Q2 		$212K Buy
+1,794
New +$212K 0.06% 54