MWM
MGB Wealth Management’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Sell |
4,330
-984
| -19% | -$140K | 0.2% | 103 |
|
|
2025
Q1 | $728K | Sell |
5,314
-84
| -2% | -$11.5K | 0.26% | 92 |
|
|
2024
Q4 | $892K | Buy |
5,398
+3,668
| +212% | +$606K | 0.28% | 75 |
|
|
2024
Q3 | $216K | Buy |
1,730
+1
| +0.1% | +$125 | 0.08% | 174 |
|
|
2024
Q2 | $208K | Buy |
+1,729
| New | +$208K | 0.08% | 184 |
|