Shepherd Financial Partners’s Apollo Global Management APO Stock Holding History

Shepherd Financial Partners’s Portfolio APO Stock Details APO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$746K	Buy
2025 Q2	$794K	Buy
2025 Q1	$747K	Buy
2024 Q4	$742K	Buy
2024 Q3	$488K	Hold
2024 Q2	$461K	Hold
2024 Q1	$439K	Buy
2023 Q4	$363K	Sell
2023 Q3	$368K	Hold
2023 Q2	$315K	Buy