PGWM
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Parisi Gray Wealth Management’s Apollo Global Management APO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,000
Closed -$286K 105
2019
Q4
$286K Hold
6,000
0.16% 85
2019
Q3
$227K Sell
6,000
-3,000
-33% -$114K 0.15% 91
2019
Q2
$309K Sell
9,000
-3,000
-25% -$103K 0.21% 80
2019
Q1
$339K Buy
+12,000
New +$339K 0.22% 74
2018
Q4
Sell
-14,000
Closed -$489K 573
2018
Q3
$489K Sell
14,000
-2,000
-13% -$69.9K 0.3% 75
2018
Q2
$558K Hold
16,000
0.37% 64
2018
Q1
$482K Hold
16,000
0.37% 67
2017
Q4
$538K Buy
+16,000
New +$538K 0.4% 62