Shepherd Financial Partners’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 | $794K | Buy |
5,593
+139
| +3% | +$19.7K | 0.08% | 121 |
|
|
2025
Q1 | $747K | Buy |
5,454
+962
| +21% | +$132K | 0.09% | 127 |
|
|
2024
Q4 | $742K | Buy |
4,492
+584
| +15% | +$96.5K | 0.09% | 115 |
|
|
2024
Q3 | $488K | Hold |
3,908
| – | – | 0.06% | 148 |
|
|
2024
Q2 | $461K | Hold |
3,908
| – | – | 0.06% | 149 |
|
|
2024
Q1 | $439K | Buy |
3,908
+8
| +0.2% | +$900 | 0.06% | 161 |
|
|
2023
Q4 | $363K | Sell |
3,900
-200
| -5% | -$18.6K | 0.05% | 166 |
|
|
2023
Q3 | $368K | Hold |
4,100
| – | – | 0.06% | 153 |
|
|
2023
Q2 | $315K | Buy |
+4,100
| New | +$315K | 0.05% | 157 |
|