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

Kingswood Wealth Advisors’s Portfolio APO Stock Details APO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$487K	Buy
2025 Q2	$499K	Buy
2025 Q1	$467K	Sell
2024 Q4	$895K	Buy
2024 Q3	$343K	Buy
2024 Q2	–	Sell
2024 Q1	$366K	Buy
2023 Q4	$274K	Buy