Obermeyer Wealth Partners’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 | $674K | Sell |
4,750
-22
| -0.5% | -$3.12K | 0.03% | 134 |
|
|
2025
Q1 | $653K | Sell |
4,772
-7
| -0.1% | -$959 | 0.03% | 128 |
|
|
2024
Q4 | $789K | Hold |
4,779
| – | – | 0.04% | 114 |
|
|
2024
Q3 | $597K | Hold |
4,779
| – | – | 0.03% | 137 |
|
|
2024
Q2 | $564K | Hold |
4,779
| – | – | 0.03% | 137 |
|
|
2024
Q1 | $537K | Buy |
4,779
+29
| +0.6% | +$3.26K | 0.03% | 136 |
|
|
2023
Q4 | $443K | Hold |
4,750
| – | – | 0.03% | 123 |
|
|
2023
Q3 | $426K | Buy |
+4,750
| New | +$426K | 0.03% | 121 |
|
|
2023
Q1 | – | Sell |
-3,900
| Closed | -$249K | – | 219 |
|
|
2022
Q4 | $249K | Buy |
+3,900
| New | +$249K | 0.02% | 185 |
|
|
2021
Q4 | – | Sell |
-3,500
| Closed | -$216K | – | 234 |
|
|
2021
Q3 | $216K | Buy |
+3,500
| New | +$216K | 0.01% | 205 |
|
|
2013
Q3 | – | Sell |
-1,400
| Closed | -$34K | – | 71 |
|
|
2013
Q2 | $34K | Buy |
+1,400
| New | +$34K | 0.01% | 150 |
|