Marcum Wealth’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
Q1 | – | Sell |
-1,337
| Closed | -$221K | – | 407 |
|
|
2024
Q4 | $221K | Sell |
1,337
-743
| -36% | -$123K | 0.02% | 344 |
|
|
2024
Q3 | $260K | Sell |
2,080
-272
| -12% | -$34K | 0.02% | 313 |
|
|
2024
Q2 | $278K | Sell |
2,352
-131
| -5% | -$15.5K | 0.03% | 287 |
|
|
2024
Q1 | $279K | Sell |
2,483
-590
| -19% | -$66.3K | 0.03% | 283 |
|
|
2023
Q4 | $286K | Sell |
3,073
-149
| -5% | -$13.9K | 0.03% | 264 |
|
|
2023
Q3 | $289K | Sell |
3,222
-118
| -4% | -$10.6K | 0.03% | 249 |
|
|
2023
Q2 | $257K | Sell |
3,340
-62
| -2% | -$4.76K | 0.03% | 278 |
|
|
2023
Q1 | $215K | Sell |
3,402
-635
| -16% | -$40.1K | 0.03% | 313 |
|
|
2022
Q4 | $258K | Buy |
+4,037
| New | +$258K | 0.03% | 268 |
|
|
2022
Q2 | – | Sell |
-3,977
| Closed | -$247K | – | 384 |
|
|
2022
Q1 | $247K | Buy |
+3,977
| New | +$247K | 0.03% | 283 |
|
|
2021
Q4 | – | Sell |
-3,303
| Closed | -$203K | – | 391 |
|
|
2021
Q3 | $203K | Buy |
+3,303
| New | +$203K | 0.03% | 306 |
|