Mitchell & Pahl Private 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
Q2
$1.45M Sell
10,238
-241
-2% -$34.2K 0.64% 61
2025
Q1
$1.43M Sell
10,479
-108
-1% -$14.8K 0.67% 56
2024
Q4
$1.75M Sell
10,587
-839
-7% -$139K 0.82% 46
2024
Q3
$1.43M Sell
11,426
-175
-2% -$21.9K 0.66% 56
2024
Q2
$1.37M Sell
11,601
-20
-0.2% -$2.36K 0.72% 54
2024
Q1
$1.31M Sell
11,621
-996
-8% -$112K 0.69% 53
2023
Q4
$1.18M Sell
12,617
-62
-0.5% -$5.78K 0.67% 54
2023
Q3
$1.14M Sell
12,679
-441
-3% -$39.6K 0.68% 50
2023
Q2
$1.01M Sell
13,120
-584
-4% -$44.9K 0.61% 54
2023
Q1
$866K Sell
13,704
-456
-3% -$28.8K 0.54% 63
2022
Q4
$903K Sell
14,160
-405
-3% -$25.8K 0.59% 62
2022
Q3
$677K Sell
14,565
-610
-4% -$28.4K 0.5% 77
2022
Q2
$736K Sell
15,175
-274
-2% -$13.3K 0.51% 75
2022
Q1
$958K Sell
15,449
-117
-0.8% -$7.26K 0.61% 60
2021
Q4
$1.13M Sell
15,566
-430
-3% -$31.1K 0.72% 45
2021
Q3
$985K Sell
15,996
-27
-0.2% -$1.66K 0.71% 47
2021
Q2
$997K Sell
16,023
-48
-0.3% -$2.99K 0.71% 48
2021
Q1
$755K Sell
16,071
-286
-2% -$13.4K 0.59% 61
2020
Q4
$801K Buy
+16,357
New +$801K 0.67% 51