SWA
SOA 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 | $153K | Hold |
1,077
| – | – | 0.03% | 228 |
|
|
2025
Q1 | $147K | Hold |
1,077
| – | – | 0.03% | 218 |
|
|
2024
Q4 | $178K | Hold |
1,077
| – | – | 0.03% | 192 |
|
|
2024
Q3 | $135K | Hold |
1,077
| – | – | 0.03% | 221 |
|
|
2024
Q2 | $127K | Hold |
1,077
| – | – | 0.03% | 221 |
|
|
2024
Q1 | $121K | Hold |
1,077
| – | – | 0.03% | 229 |
|
|
2023
Q4 | $100K | Hold |
1,077
| – | – | 0.02% | 235 |
|
|
2023
Q3 | $96.7K | Hold |
1,077
| – | – | 0.02% | 229 |
|
|
2023
Q2 | $82.7K | Hold |
1,077
| – | – | 0.02% | 248 |
|
|
2023
Q1 | $68K | Hold |
1,077
| – | – | 0.02% | 255 |
|
|
2022
Q4 | $68.7K | Hold |
1,077
| – | – | 0.02% | 248 |
|
|
2022
Q3 | $50K | Hold |
1,077
| – | – | 0.02% | 265 |
|
|
2022
Q2 | $52K | Hold |
1,077
| – | – | 0.02% | 256 |
|
|
2022
Q1 | $66K | Hold |
1,077
| – | – | 0.02% | 271 |
|
|
2021
Q4 | $78K | Hold |
1,077
| – | – | 0.02% | 248 |
|
|
2021
Q3 | $66K | Hold |
1,077
| – | – | 0.02% | 275 |
|
|
2021
Q2 | $66K | Hold |
1,077
| – | – | 0.02% | 272 |
|
|
2021
Q1 | $50K | Buy |
+1,077
| New | +$50K | 0.01% | 268 |
|