Kovitz Investment Group Partners’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 | $177M | Buy |
1,249,049
+74,336
| +6% | +$10.5M | 0.76% | 29 |
|
|
2025
Q1 | $161M | Buy |
1,174,713
+107,025
| +10% | +$14.7M | 0.81% | 30 |
|
|
2024
Q4 | $176M | Buy |
1,067,688
+1,035,885
| +3,257% | +$171M | 0.86% | 27 |
|
|
2024
Q3 | $3.83M | Buy |
+31,803
| New | +$3.83M | 0.03% | 382 |
|
|
2021
Q4 | – | Sell |
-55,444
| Closed | -$3.42M | – | 394 |
|
|
2021
Q3 | $3.42M | Buy |
55,444
+11,900
| +27% | +$733K | 0.07% | 184 |
|
|
2021
Q2 | $2.71M | Buy |
43,544
+914
| +2% | +$56.8K | 0.05% | 210 |
|
|
2021
Q1 | $2M | Buy |
+42,630
| New | +$2M | 0.05% | 213 |
|