MBM Wealth Consultants’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-555
| Closed | -$35K | – | 110 |
|
|
2023
Q1 | $35K | Hold |
555
| – | – | 0.01% | 168 |
|
|
2022
Q4 | $35K | Hold |
555
| – | – | 0.02% | 180 |
|
|
2022
Q3 | $27K | Sell |
555
-602
| -52% | -$29.3K | 0.01% | 178 |
|
|
2022
Q2 | $56K | Hold |
1,157
| – | – | 0.03% | 155 |
|
|
2022
Q1 | $72K | Hold |
1,157
| – | – | 0.03% | 161 |
|
|
2021
Q4 | $84K | Sell |
1,157
-30
| -3% | -$2.18K | 0.03% | 128 |
|
|
2021
Q3 | $73K | Hold |
1,187
| – | – | 0.03% | 137 |
|
|
2021
Q2 | $74K | Hold |
1,187
| – | – | 0.03% | 129 |
|
|
2021
Q1 | $56K | Sell |
1,187
-330
| -22% | -$15.6K | 0.03% | 131 |
|
|
2020
Q4 | $74K | Sell |
1,517
-80
| -5% | -$3.9K | 0.04% | 119 |
|
|
2020
Q3 | $71K | Hold |
1,597
| – | – | 0.05% | 116 |
|
|
2020
Q2 | $80K | Sell |
1,597
-578
| -27% | -$29K | 0.06% | 95 |
|
|
2020
Q1 | $73K | Sell |
2,175
-72
| -3% | -$2.42K | 0.06% | 96 |
|
|
2019
Q4 | $107K | Sell |
2,247
-9,009
| -80% | -$429K | 0.08% | 95 |
|
|
2019
Q3 | $426K | Buy |
11,256
+148
| +1% | +$5.6K | 0.33% | 67 |
|
|
2019
Q2 | $381K | Buy |
11,108
+648
| +6% | +$22.2K | 0.32% | 70 |
|
|
2019
Q1 | $295K | Buy |
10,460
+983
| +10% | +$27.7K | 0.26% | 75 |
|
|
2018
Q4 | $233K | Buy |
+9,477
| New | +$233K | 0.23% | 82 |
|