KWM
Kingsview Wealth Management’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Buy |
2,756
+38
| +1% | +$5.39K | 0.01% | 856 |
|
|
2025
Q1 | $372K | Sell |
2,718
-726
| -21% | -$99.4K | 0.01% | 818 |
|
|
2024
Q4 | $569K | Buy |
3,444
+460
| +15% | +$76K | 0.01% | 703 |
|
|
2024
Q3 | $373K | Sell |
2,984
-462
| -13% | -$57.7K | 0.01% | 802 |
|
|
2024
Q2 | $407K | Sell |
3,446
-91
| -3% | -$10.7K | 0.01% | 749 |
|
|
2024
Q1 | $398K | Buy |
3,537
+795
| +29% | +$89.4K | 0.01% | 730 |
|
|
2023
Q4 | $256K | Sell |
2,742
-408
| -13% | -$38K | 0.01% | 820 |
|
|
2023
Q3 | $283K | Hold |
3,150
| – | – | 0.01% | 768 |
|
|
2023
Q2 | $242K | Buy |
+3,150
| New | +$242K | 0.01% | 808 |
|
|
2023
Q1 | – | Sell |
-3,165
| Closed | -$202K | – | 884 |
|
|
2022
Q4 | $202K | Buy |
+3,165
| New | +$202K | 0.01% | 791 |
|
|
2021
Q2 | – | Sell |
-6,194
| Closed | -$297K | – | 863 |
|
|
2021
Q1 | $297K | Buy |
+6,194
| New | +$297K | 0.02% | 644 |
|
|
2020
Q2 | – | Sell |
-9,060
| Closed | -$304K | – | 574 |
|
|
2020
Q1 | $304K | Hold |
9,060
| – | – | 0.04% | 356 |
|
|
2019
Q4 | $432K | Buy |
9,060
+1,100
| +14% | +$52.5K | 0.05% | 306 |
|
|
2019
Q3 | $301K | Buy |
+7,960
| New | +$301K | 0.05% | 332 |
|