MBM Wealth Consultants’s Apollo Global Management APO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29.1K	Buy	+261	New	+$32.4K	0.01%	182
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%	-$33.1K	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%	-$2.16K	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%	-$16.1K	0.03%	131
2020 Q4	$74K	Sell	1,517 -80	-5%	-$3.57K	0.04%	119
2020 Q3	$71K	Hold	1,597	–	–	0.05%	116
2020 Q2	$80K	Sell	1,597 -578	-27%	-$25.4K	0.06%	95
2020 Q1	$73K	Sell	2,175 -72	-3%	-$3.09K	0.06%	96
2019 Q4	$107K	Sell	2,247 -9,009	-80%	-$384K	0.08%	95
2019 Q3	$426K	Buy	11,256 +148	+1%	+$5.39K	0.33%	67
2019 Q2	$381K	Buy	11,108 +648	+6%	+$20.6K	0.32%	70
2019 Q1	$295K	Buy	10,460 +983	+10%	+$28K	0.26%	75
2018 Q4	$233K	Buy	+9,477	New	+$272K	0.23%	82