Montag & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $107K | Hold |
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|
2025
Q2 | $113K | Hold |
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|
2025
Q1 | $110K | Hold |
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|
2024
Q4 | $132K | Hold |
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|
2024
Q3 | $99.9K | Hold |
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|
2024
Q2 | $94.5K | Hold |
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|
2024
Q1 | $90K | Hold |
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|
2023
Q4 | $74.6K | Hold |
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|
2023
Q3 | $71.8K | Hold |
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|
2023
Q2 | $61.4K | Hold |
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|
2023
Q1 | $50.5K | Hold |
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|
2022
Q4 | $51K | Hold |
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|
2022
Q3 | $37K | Hold |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $50K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $49K | Hold |
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|
2021
Q2 | $50K | Hold |
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|
2021
Q1 | $38K | Hold |
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|
2020
Q4 | $39K | Buy |
|