Montag & Associates’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 | $113K | Hold |
800
| – | – | 0.01% | 458 |
|
|
2025
Q1 | $110K | Hold |
800
| – | – | 0.01% | 492 |
|
|
2024
Q4 | $132K | Hold |
800
| – | – | 0.01% | 465 |
|
|
2024
Q3 | $99.9K | Hold |
800
| – | – | ﹤0.01% | 500 |
|
|
2024
Q2 | $94.5K | Hold |
800
| – | – | ﹤0.01% | 497 |
|
|
2024
Q1 | $90K | Hold |
800
| – | – | ﹤0.01% | 498 |
|
|
2023
Q4 | $74.6K | Hold |
800
| – | – | ﹤0.01% | 509 |
|
|
2023
Q3 | $71.8K | Hold |
800
| – | – | ﹤0.01% | 490 |
|
|
2023
Q2 | $61.4K | Hold |
800
| – | – | ﹤0.01% | 526 |
|
|
2023
Q1 | $50.5K | Hold |
800
| – | – | ﹤0.01% | 545 |
|
|
2022
Q4 | $51K | Hold |
800
| – | – | ﹤0.01% | 543 |
|
|
2022
Q3 | $37K | Hold |
800
| – | – | ﹤0.01% | 580 |
|
|
2022
Q2 | $39K | Hold |
800
| – | – | ﹤0.01% | 562 |
|
|
2022
Q1 | $50K | Buy |
+800
| New | +$50K | ﹤0.01% | 558 |
|
|
2021
Q4 | – | Sell |
-800
| Closed | -$49K | – | 858 |
|
|
2021
Q3 | $49K | Hold |
800
| – | – | ﹤0.01% | 565 |
|
|
2021
Q2 | $50K | Hold |
800
| – | – | ﹤0.01% | 552 |
|
|
2021
Q1 | $38K | Hold |
800
| – | – | ﹤0.01% | 587 |
|
|
2020
Q4 | $39K | Buy |
+800
| New | +$39K | ﹤0.01% | 566 |
|