RPWA
Regent Peak Wealth Advisors’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $616K | Buy |
4,499
+118
| +3% | +$16.2K | 0.15% | 70 |
|
|
2024
Q4 | $724K | Buy |
4,381
+39
| +0.9% | +$6.44K | 0.16% | 65 |
|
|
2024
Q3 | $542K | Buy |
4,342
+48
| +1% | +$6K | 0.12% | 84 |
|
|
2024
Q2 | $507K | Buy |
+4,294
| New | +$507K | 0.12% | 86 |
|
|
2021
Q1 | – | Sell |
-3
| Closed | – | – | 205 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1055 |
|