MAWA
Moss Adams 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 | $435K | Buy |
3,065
+581
| +23% | +$82.4K | 0.04% | 142 |
|
|
2025
Q1 | $340K | Buy |
2,484
+78
| +3% | +$10.7K | 0.04% | 155 |
|
|
2024
Q4 | $397K | Buy |
2,406
+48
| +2% | +$7.93K | 0.04% | 122 |
|
|
2024
Q3 | $295K | Buy |
2,358
+357
| +18% | +$44.6K | 0.03% | 146 |
|
|
2024
Q2 | $236K | Buy |
+2,001
| New | +$236K | 0.03% | 148 |
|