JFS Wealth Advisors’s Apollo Global Management APO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.7K Sell
167
-55
-25% -$7.8K ﹤0.01% 621
2025
Q1
$30.4K Buy
222
+55
+33% +$7.53K ﹤0.01% 568
2024
Q4
$27.6K Hold
167
﹤0.01% 569
2024
Q3
$20.9K Buy
167
+4
+2% +$500 ﹤0.01% 631
2024
Q2
$19.2K Sell
163
-21
-11% -$2.48K ﹤0.01% 611
2024
Q1
$20.7K Sell
184
-6
-3% -$675 ﹤0.01% 620
2023
Q4
$17.7K Buy
190
+28
+17% +$2.61K ﹤0.01% 612
2023
Q3
$14.5K Hold
162
﹤0.01% 617
2023
Q2
$12.4K Sell
162
-20
-11% -$1.54K ﹤0.01% 665
2023
Q1
$11.5K Buy
182
+147
+420% +$9.29K ﹤0.01% 671
2022
Q4
$2.23K Buy
35
+6
+21% +$383 ﹤0.01% 1333
2022
Q3
$1K Sell
29
-27
-48% -$931 ﹤0.01% 1470
2022
Q2
$3K Hold
56
﹤0.01% 1144
2022
Q1
$3K Buy
56
+48
+600% +$2.57K ﹤0.01% 1203
2021
Q4
$1K Buy
+8
New +$1K ﹤0.01% 1242