RWB
RMR Wealth Builders’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
2,163
+166
| +8% | +$23.5K | 0.03% | 222 |
|
|
2025
Q1 | $273K | Buy |
+1,997
| New | +$273K | 0.03% | 217 |
|
|
2021
Q2 | – | Sell |
-220
| Closed | -$10K | – | 203 |
|
|
2021
Q1 | $10K | Buy |
220
+104
| +90% | +$4.73K | ﹤0.01% | 595 |
|
|
2020
Q4 | $6K | Buy |
+116
| New | +$6K | ﹤0.01% | 443 |
|