Schwartz Investment Counsel’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 | $3.16M | Hold |
22,281
| – | – | 0.1% | 84 |
|
|
2025
Q1 | $3.05M | Hold |
22,281
| – | – | 0.1% | 84 |
|
|
2024
Q4 | $3.68M | Sell |
22,281
-2,500
| -10% | -$413K | 0.13% | 81 |
|
|
2024
Q3 | $3.1M | Sell |
24,781
-2,597
| -9% | -$324K | 0.11% | 84 |
|
|
2024
Q2 | $3.23M | Sell |
27,378
-5,250
| -16% | -$620K | 0.12% | 86 |
|
|
2024
Q1 | $3.67M | Sell |
32,628
-1,500
| -4% | -$169K | 0.13% | 86 |
|
|
2023
Q4 | $3.18M | Hold |
34,128
| – | – | 0.12% | 84 |
|
|
2023
Q3 | $3.06M | Buy |
+34,128
| New | +$3.06M | 0.13% | 83 |
|