MWA
Moser Wealth Advisors’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.9K | Hold |
676
| – | – | 0.05% | 92 |
|
|
2025
Q1 | $92.6K | Hold |
676
| – | – | 0.05% | 92 |
|
|
2024
Q4 | $112K | Hold |
676
| – | – | 0.06% | 82 |
|
|
2024
Q3 | $84.4K | Hold |
676
| – | – | 0.04% | 86 |
|
|
2024
Q2 | $79.8K | Hold |
676
| – | – | 0.04% | 87 |
|
|
2024
Q1 | $76K | Hold |
676
| – | – | 0.04% | 94 |
|
|
2023
Q4 | $63K | Hold |
676
| – | – | 0.04% | 91 |
|
|
2023
Q3 | $60.7K | Hold |
676
| – | – | 0.04% | 83 |
|
|
2023
Q2 | $51.9K | Buy |
+676
| New | +$51.9K | 0.03% | 86 |
|
|
2022
Q4 | $63.8K | Hold |
1,000
| – | – | 0.05% | 80 |
|
|
2022
Q3 | $47K | Hold |
1,000
| – | – | 0.04% | 89 |
|
|
2022
Q2 | $48K | Hold |
1,000
| – | – | 0.04% | 91 |
|
|
2022
Q1 | $62K | Buy |
+1,000
| New | +$62K | 0.04% | 91 |
|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$62K | – | 145 |
|
|
2021
Q3 | $62K | Hold |
1,000
| – | – | 0.04% | 93 |
|
|
2021
Q2 | $62K | Hold |
1,000
| – | – | 0.04% | 92 |
|
|
2021
Q1 | $47K | Hold |
1,000
| – | – | 0.03% | 93 |
|
|
2020
Q4 | $49K | Hold |
1,000
| – | – | 0.04% | 87 |
|
|
2020
Q3 | $45K | Hold |
1,000
| – | – | 0.04% | 85 |
|
|
2020
Q2 | $50K | Hold |
1,000
| – | – | 0.05% | 75 |
|
|
2020
Q1 | $34K | Hold |
1,000
| – | – | 0.04% | 81 |
|
|
2019
Q4 | $48K | Buy |
+1,000
| New | +$48K | 0.05% | 89 |
|