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

Parisi Gray Wealth Management’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% -$109K 0.15% 91
2019
Q2 		$309K Sell
9,000
-3,000
-25% -$95.3K 0.21% 80
2019
Q1 		$339K Buy
+12,000
New +$341K 0.22% 74
2018
Q4 		– Sell
-14,000
Closed -$489K – 573
2018
Q3 		$489K Sell
14,000
-2,000
-13% -$69.7K 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 +$501K 0.4% 62

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