OneDigital Investment Advisors’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 | $239K | Sell |
1,686
-474
| -22% | -$67.2K | ﹤0.01% | 1295 |
|
2025
Q1 | $296K | Sell |
2,160
-733
| -25% | -$100K | ﹤0.01% | 1113 |
|
2024
Q4 | $478K | Sell |
2,893
-262
| -8% | -$43.3K | 0.01% | 908 |
|
2024
Q3 | $394K | Buy |
3,155
+34
| +1% | +$4.25K | ﹤0.01% | 1028 |
|
2024
Q2 | $368K | Buy |
3,121
+760
| +32% | +$89.7K | ﹤0.01% | 1016 |
|
2024
Q1 | $266K | Sell |
2,361
-4,313
| -65% | -$485K | ﹤0.01% | 959 |
|
2023
Q4 | $622K | Buy |
+6,674
| New | +$622K | 0.01% | 635 |
|
2018
Q1 | – | Sell |
-832
| Closed | -$28K | – | 1327 |
|
2017
Q4 | $28K | Buy |
+832
| New | +$28K | ﹤0.01% | 672 |
|