SWM
Segment Wealth Management’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.7M | Buy |
160,149
+97,456
| +155% | +$13.8M | 1.44% | 13 |
|
|
2025
Q1 | $8.59M | Hold |
62,693
| – | – | 0.58% | 58 |
|
|
2024
Q4 | $10.4M | Buy |
62,693
+2,890
| +5% | +$477K | 0.71% | 54 |
|
|
2024
Q3 | $7.47M | Buy |
59,803
+5,275
| +10% | +$659K | 0.51% | 63 |
|
|
2024
Q2 | $6.44M | Sell |
54,528
-2,200
| -4% | -$260K | 0.48% | 63 |
|
|
2024
Q1 | $6.38M | Sell |
56,728
-1,260
| -2% | -$142K | 0.48% | 62 |
|
|
2023
Q4 | $5.4M | Buy |
57,988
+108
| +0.2% | +$10.1K | 0.48% | 63 |
|
|
2023
Q3 | $5.2M | Sell |
57,880
-500
| -0.9% | -$44.9K | 0.53% | 64 |
|
|
2023
Q2 | $4.48M | Hold |
58,380
| – | – | 0.46% | 67 |
|
|
2023
Q1 | $3.69M | Sell |
58,380
-140
| -0.2% | -$8.84K | 0.42% | 68 |
|
|
2022
Q4 | $3.73M | Hold |
58,520
| – | – | 0.43% | 66 |
|
|
2022
Q3 | $2.72M | Sell |
58,520
-119
| -0.2% | -$5.53K | 0.34% | 74 |
|
|
2022
Q2 | $2.84M | Sell |
58,639
-1,654
| -3% | -$80.2K | 0.36% | 70 |
|
|
2022
Q1 | $3.74M | Buy |
60,293
+5,340
| +10% | +$331K | 0.39% | 75 |
|
|
2021
Q4 | $3.98M | Buy |
54,953
+763
| +1% | +$55.3K | 0.42% | 71 |
|
|
2021
Q3 | $3.34M | Hold |
54,190
| – | – | 0.4% | 73 |
|
|
2021
Q2 | $3.37M | Sell |
54,190
-450
| -0.8% | -$28K | 0.4% | 74 |
|
|
2021
Q1 | $2.57M | Buy |
54,640
+24,900
| +84% | +$1.17M | 0.34% | 77 |
|
|
2020
Q4 | $1.46M | Hold |
29,740
| – | – | 0.21% | 90 |
|
|
2020
Q3 | $1.33M | Hold |
29,740
| – | – | 0.22% | 86 |
|
|
2020
Q2 | $1.49M | Hold |
29,740
| – | – | 0.27% | 83 |
|
|
2020
Q1 | $996K | Sell |
29,740
-7,584
| -20% | -$254K | 0.22% | 89 |
|
|
2019
Q4 | $1.78M | Sell |
37,324
-816
| -2% | -$38.9K | 0.3% | 85 |
|
|
2019
Q3 | $1.44M | Hold |
38,140
| – | – | 0.28% | 82 |
|
|
2019
Q2 | $1.31M | Sell |
38,140
-3,000
| -7% | -$103K | 0.27% | 84 |
|
|
2019
Q1 | $1.16M | Sell |
41,140
-3,400
| -8% | -$96K | 0.25% | 89 |
|
|
2018
Q4 | $1.09M | Sell |
44,540
-7,630
| -15% | -$187K | 0.28% | 84 |
|
|
2018
Q3 | $1.8M | Buy |
52,170
+330
| +0.6% | +$11.4K | 0.39% | 83 |
|
|
2018
Q2 | $1.65M | Sell |
51,840
-3,100
| -6% | -$98.8K | 0.39% | 85 |
|
|
2018
Q1 | $1.63M | Hold |
54,940
| – | – | 0.4% | 79 |
|
|
2017
Q4 | $1.84M | Sell |
54,940
-900
| -2% | -$30.1K | 0.44% | 73 |
|
|
2017
Q3 | $1.68M | Buy |
55,840
+17,740
| +47% | +$534K | 0.45% | 70 |
|
|
2017
Q2 | $1.01M | Buy |
38,100
+16,850
| +79% | +$446K | 0.28% | 93 |
|
|
2017
Q1 | $517K | Buy |
+21,250
| New | +$517K | 0.17% | 109 |
|