Regent Peak Wealth Advisors’s Apollo Global Management APO Stock Holding History

Regent Peak Wealth Advisors’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
2025 Q3	$1.18M	Buy
2025 Q1	$616K	Buy
2024 Q4	$724K	Buy
2024 Q3	$542K	Buy
2024 Q2	$507K	Buy
2021 Q1	–	Sell
2020 Q4	$0	Buy