Kingswood Wealth Advisors’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Buy |
3,518
+126
| +4% | +$17.9K | 0.04% | 412 |
|
|
2025
Q1 | $467K | Sell |
3,392
-2,029
| -37% | -$280K | 0.04% | 414 |
|
|
2024
Q4 | $895K | Buy |
5,421
+2,691
| +99% | +$444K | 0.07% | 300 |
|
|
2024
Q3 | $343K | Buy |
+2,730
| New | +$343K | 0.02% | 544 |
|
|
2024
Q2 | – | Sell |
-3,255
| Closed | -$366K | – | 659 |
|
|
2024
Q1 | $366K | Buy |
3,255
+318
| +11% | +$35.8K | 0.04% | 422 |
|
|
2023
Q4 | $274K | Buy |
+2,937
| New | +$274K | 0.03% | 507 |
|