OneDigital Investment Advisors’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
$244K Buy
2025
Q2
$239K Sell
2025
Q1
$296K Sell
2024
Q4
$478K Sell
2024
Q3
$394K Buy
2024
Q2
$368K Buy
2024
Q1
$266K Sell
2023
Q4
$622K Buy
2018
Q1
Sell
2017
Q4
$28K Buy