Legacy Capital Wealth 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 | $419K | Sell |
2,952
-250
| -8% | -$35.5K | 0.1% | 234 |
|
2025
Q1 | $438K | Sell |
3,202
-618
| -16% | -$84.6K | 0.11% | 208 |
|
2024
Q4 | $631K | Sell |
3,820
-1,858
| -33% | -$307K | 0.16% | 132 |
|
2024
Q3 | $709K | Sell |
5,678
-9,663
| -63% | -$1.21M | 0.14% | 139 |
|
2024
Q2 | $1.81M | Buy |
+15,341
| New | +$1.81M | 0.46% | 34 |
|
2024
Q1 | – | Sell |
-28,916
| Closed | -$2.69M | – | 129 |
|
2023
Q4 | $2.69M | Sell |
28,916
-11,003
| -28% | -$1.03M | 0.76% | 23 |
|
2023
Q3 | $3.58M | Buy |
39,919
+5,627
| +16% | +$505K | 0.98% | 18 |
|
2023
Q2 | $2.63M | Buy |
34,292
+27,177
| +382% | +$2.09M | 2.19% | 17 |
|
2023
Q1 | $449K | Buy |
+7,115
| New | +$449K | 0.12% | 143 |
|