Realta Investment Advisors’s Apollo Global Management APO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,202	Closed	-$496K	–	376
2024 Q2	$496K	Buy	4,202 +72	+2%	+$8.17K	0.1%	225
2024 Q1	$464K	Buy	4,130 +523	+14%	+$55.2K	0.1%	245
2023 Q4	$336K	Sell	3,607 -384	-10%	-$33.9K	0.08%	293
2023 Q3	$307K	Hold	3,991	–	–	0.07%	290
2023 Q2	$307K	Buy	3,991 +263	+7%	+$17.6K	0.07%	297
2023 Q1	$235K	Buy	3,728 +38	+1%	+$2.54K	0.06%	345
2022 Q4	$235K	Sell	3,690 -608	-14%	-$36.1K	0.06%	356
2022 Q3	$200K	Buy	+4,298	New	+$236K	0.05%	361
2022 Q1	–	Sell	-3,336	Closed	-$242K	–	430
2021 Q4	$242K	Sell	3,336 -588	-15%	-$42.4K	0.05%	360
2021 Q3	$242K	Sell	3,924 -721	-16%	-$43.3K	0.06%	345
2021 Q2	$289K	Buy	4,645 +183	+4%	+$10.1K	0.07%	295
2021 Q1	$210K	Buy	+4,462	New	+$217K	0.06%	345
2020 Q1	–	Sell	-975	Closed	-$43K	–	355
2019 Q4	$43K	Buy	975 +494	+103%	+$21.1K	0.01%	703
2019 Q3	$19K	Sell	481 -3,119	-87%	-$114K	0.01%	928
2019 Q2	$122K	Buy	3,600 +150	+4%	+$4.77K	0.03%	447
2019 Q1	$95K	Buy	+3,450	New	+$98.1K	0.04%	403