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