OWA
Opal 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 | $283K | Sell |
1,995
-37
| -2% | -$5.25K | 0.08% | 147 |
|
|
2025
Q1 | $278K | Sell |
2,032
-440
| -18% | -$60.3K | 0.09% | 130 |
|
|
2024
Q4 | $408K | Sell |
2,472
-35
| -1% | -$5.78K | 0.12% | 103 |
|
|
2024
Q3 | $313K | Sell |
2,507
-644
| -20% | -$80.4K | 0.1% | 118 |
|
|
2024
Q2 | $372K | Buy |
3,151
+1,116
| +55% | +$132K | 0.12% | 97 |
|
|
2024
Q1 | $229K | Buy |
+2,035
| New | +$229K | 0.08% | 155 |
|