SWA
SFMG Wealth Advisors’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
7,292
-7
| -0.1% | -$993 | 0.08% | 100 |
|
|
2025
Q1 | $999K | Buy |
7,299
+62
| +0.9% | +$8.49K | 0.08% | 102 |
|
|
2024
Q4 | $1.2M | Buy |
7,237
+17
| +0.2% | +$2.81K | 0.09% | 93 |
|
|
2024
Q3 | $902K | Buy |
7,220
+79
| +1% | +$9.87K | 0.07% | 101 |
|
|
2024
Q2 | $843K | Sell |
7,141
-468
| -6% | -$55.3K | 0.07% | 100 |
|
|
2024
Q1 | $856K | Buy |
7,609
+47
| +0.6% | +$5.29K | 0.07% | 100 |
|
|
2023
Q4 | $705K | Buy |
7,562
+30
| +0.4% | +$2.8K | 0.07% | 108 |
|
|
2023
Q3 | $676K | Buy |
7,532
+1,032
| +16% | +$92.6K | 0.07% | 105 |
|
|
2023
Q2 | $499K | Buy |
6,500
+41
| +0.6% | +$3.15K | 0.05% | 128 |
|
|
2023
Q1 | $408K | Buy |
6,459
+35
| +0.5% | +$2.21K | 0.04% | 149 |
|
|
2022
Q4 | $410K | Buy |
6,424
+37
| +0.6% | +$2.36K | 0.05% | 153 |
|
|
2022
Q3 | $309K | Buy |
6,387
+46
| +0.7% | +$2.23K | 0.04% | 169 |
|
|
2022
Q2 | $307K | Buy |
6,341
+43
| +0.7% | +$2.08K | 0.04% | 175 |
|
|
2022
Q1 | $390K | Buy |
+6,298
| New | +$390K | 0.04% | 167 |
|
|
2021
Q4 | – | Sell |
-9,913
| Closed | -$611K | – | 293 |
|
|
2021
Q3 | $611K | Buy |
9,913
+51
| +0.5% | +$3.14K | 0.07% | 121 |
|
|
2021
Q2 | $613K | Buy |
9,862
+53
| +0.5% | +$3.29K | 0.07% | 124 |
|
|
2021
Q1 | $461K | Buy |
9,809
+771
| +9% | +$36.2K | 0.05% | 149 |
|
|
2020
Q4 | $443K | Buy |
9,038
+2,743
| +44% | +$134K | 0.06% | 134 |
|
|
2020
Q3 | $282K | Buy |
6,295
+1,144
| +22% | +$51.2K | 0.04% | 139 |
|
|
2020
Q2 | $257K | Buy |
+5,151
| New | +$257K | 0.04% | 137 |
|