Perigon Wealth Management’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 | $624K | Sell |
4,395
-1,118
| -20% | -$159K | 0.01% | 613 |
|
|
2025
Q1 | $755K | Buy |
5,513
+354
| +7% | +$48.5K | 0.02% | 517 |
|
|
2024
Q4 | $856K | Buy |
5,159
+155
| +3% | +$25.7K | 0.02% | 488 |
|
|
2024
Q3 | $625K | Buy |
5,004
+580
| +13% | +$72.4K | 0.02% | 548 |
|
|
2024
Q2 | $522K | Buy |
4,424
+1,507
| +52% | +$178K | 0.02% | 523 |
|
|
2024
Q1 | $328K | Buy |
2,917
+190
| +7% | +$21.4K | 0.01% | 662 |
|
|
2023
Q4 | $254K | Buy |
2,727
+107
| +4% | +$9.97K | 0.01% | 714 |
|
|
2023
Q3 | $235K | Sell |
2,620
-36
| -1% | -$3.23K | 0.01% | 681 |
|
|
2023
Q2 | $204K | Sell |
2,656
-2,828
| -52% | -$217K | 0.01% | 730 |
|
|
2023
Q1 | $346K | Sell |
5,484
-212
| -4% | -$13.4K | 0.02% | 494 |
|
|
2022
Q4 | $363K | Buy |
5,696
+438
| +8% | +$27.9K | 0.02% | 472 |
|
|
2022
Q3 | $245K | Buy |
5,258
+733
| +16% | +$34.2K | 0.02% | 481 |
|
|
2022
Q2 | $219K | Buy |
+4,525
| New | +$219K | 0.02% | 518 |
|
|
2021
Q4 | – | Sell |
-4,418
| Closed | -$272K | – | 575 |
|
|
2021
Q3 | $272K | Buy |
+4,418
| New | +$272K | 0.02% | 435 |
|
|
2017
Q4 | – | Sell |
-802
| Closed | -$24K | – | 605 |
|
|
2017
Q3 | $24K | Sell |
802
-23,996
| -97% | -$718K | 0.01% | 424 |
|
|
2017
Q2 | $656K | Sell |
24,798
-304
| -1% | -$8.04K | 0.14% | 152 |
|
|
2017
Q1 | $610K | Hold |
25,102
| – | – | 0.13% | 159 |
|
|
2016
Q4 | $570K | Sell |
25,102
-13,505
| -35% | -$307K | 0.12% | 161 |
|
|
2016
Q3 | $693K | Buy |
+38,607
| New | +$693K | 0.18% | 116 |
|
|
2016
Q1 | – | Sell |
-68,697
| Closed | -$1.04M | – | 265 |
|
|
2015
Q4 | $1.04M | Sell |
68,697
-37,904
| -36% | -$575K | 0.29% | 96 |
|
|
2015
Q3 | $1.83M | Buy |
106,601
+4
| +0% | +$69 | 0.54% | 47 |
|
|
2015
Q2 | $2.36M | Buy |
106,597
+474
| +0.4% | +$10.5K | 0.62% | 44 |
|
|
2015
Q1 | $2.29M | Buy |
+106,123
| New | +$2.29M | 0.63% | 42 |
|