ProVise Management Group’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 | $532K | Hold |
3,753
| – | – | 0.04% | 164 |
|
|
2025
Q1 | $514K | Sell |
3,753
-140
| -4% | -$19.2K | 0.04% | 162 |
|
|
2024
Q4 | $643K | Sell |
3,893
-50
| -1% | -$8.26K | 0.06% | 156 |
|
|
2024
Q3 | $493K | Sell |
3,943
-100
| -2% | -$12.5K | 0.04% | 189 |
|
|
2024
Q2 | $477K | Sell |
4,043
-100
| -2% | -$11.8K | 0.04% | 189 |
|
|
2024
Q1 | $466K | Sell |
4,143
-300
| -7% | -$33.7K | 0.04% | 192 |
|
|
2023
Q4 | $414K | Sell |
4,443
-60
| -1% | -$5.59K | 0.04% | 244 |
|
|
2023
Q3 | $404K | Sell |
4,503
-25
| -0.6% | -$2.24K | 0.04% | 243 |
|
|
2023
Q2 | $348K | Sell |
4,528
-200
| -4% | -$15.4K | 0.03% | 268 |
|
|
2023
Q1 | $299K | Sell |
4,728
-40
| -0.8% | -$2.53K | 0.03% | 283 |
|
|
2022
Q4 | $304K | Sell |
4,768
-2,500
| -34% | -$159K | 0.03% | 258 |
|
|
2022
Q3 | $338K | Buy |
7,268
+2,500
| +52% | +$116K | 0.04% | 236 |
|
|
2022
Q2 | $231K | Hold |
4,768
| – | – | 0.02% | 293 |
|
|
2022
Q1 | $296K | Buy |
4,768
+43
| +0.9% | +$2.67K | 0.03% | 288 |
|
|
2021
Q4 | $342K | Hold |
4,725
| – | – | 0.03% | 286 |
|
|
2021
Q3 | $291K | Hold |
4,725
| – | – | 0.03% | 290 |
|
|
2021
Q2 | $294K | Hold |
4,725
| – | – | 0.03% | 297 |
|
|
2021
Q1 | $222K | Sell |
4,725
-200
| -4% | -$9.4K | 0.02% | 320 |
|
|
2020
Q4 | $241K | Sell |
4,925
-150
| -3% | -$7.34K | 0.03% | 293 |
|
|
2020
Q3 | $227K | Hold |
5,075
| – | – | 0.03% | 256 |
|
|
2020
Q2 | $253K | Sell |
5,075
-1,000
| -16% | -$49.9K | 0.04% | 241 |
|
|
2020
Q1 | $204K | Sell |
6,075
-125
| -2% | -$4.2K | 0.03% | 237 |
|
|
2019
Q4 | $296K | Hold |
6,200
| – | – | 0.04% | 246 |
|
|
2019
Q3 | $234K | Hold |
6,200
| – | – | 0.03% | 273 |
|
|
2019
Q2 | $213K | Buy |
+6,200
| New | +$213K | 0.03% | 289 |
|
|
2018
Q4 | – | Sell |
-21,728
| Closed | -$751K | – | 302 |
|
|
2018
Q3 | $751K | Hold |
21,728
| – | – | 0.1% | 174 |
|
|
2018
Q2 | $692 | Buy |
+21,728
| New | +$692 | 0.05% | 186 |
|
|
2018
Q1 | – | Sell |
-6,925
| Closed | -$232K | – | 302 |
|
|
2017
Q4 | $232K | Sell |
6,925
-500
| -7% | -$16.8K | 0.03% | 284 |
|
|
2017
Q3 | $223K | Sell |
7,425
-1,175
| -14% | -$35.3K | 0.03% | 285 |
|
|
2017
Q2 | $227K | Sell |
8,600
-1,000
| -10% | -$26.4K | 0.03% | 294 |
|
|
2017
Q1 | $233K | Sell |
9,600
-400
| -4% | -$9.71K | 0.04% | 286 |
|
|
2016
Q4 | $194K | Sell |
10,000
-1,000
| -9% | -$19.4K | 0.03% | 307 |
|
|
2016
Q3 | $198K | Sell |
11,000
-4,500
| -29% | -$81K | 0.03% | 308 |
|
|
2016
Q2 | $235K | Sell |
15,500
-2,000
| -11% | -$30.3K | 0.04% | 270 |
|
|
2016
Q1 | $300K | Sell |
17,500
-6,000
| -26% | -$103K | 0.06% | 230 |
|
|
2015
Q4 | $357K | Sell |
23,500
-12,990
| -36% | -$197K | 0.08% | 211 |
|
|
2015
Q3 | $627K | Buy |
36,490
+7,400
| +25% | +$127K | 0.15% | 152 |
|
|
2015
Q2 | $644K | Buy |
29,090
+11,190
| +63% | +$248K | 0.14% | 157 |
|
|
2015
Q1 | $387K | Buy |
+17,900
| New | +$387K | 0.08% | 211 |
|