Stone Summit Wealth’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
$539K Hold
3,800
0.17% 97
2025
Q1
$520K Sell
3,800
-75
-2% -$10.3K 0.18% 95
2024
Q4
$640K Hold
3,875
0.21% 84
2024
Q3
$484K Hold
3,875
0.16% 105
2024
Q2
$458K Sell
3,875
-25
-0.6% -$2.95K 0.16% 100
2024
Q1
$439K Hold
3,900
0.15% 104
2023
Q4
$363K Hold
3,900
0.14% 115
2023
Q3
$350K Hold
3,900
0.15% 115
2023
Q2
$300K Hold
3,900
0.12% 119
2023
Q1
$246K Sell
3,900
-295
-7% -$18.6K 0.11% 123
2022
Q4
$268K Buy
+4,195
New +$268K 0.13% 119
2022
Q3
Sell
-4,195
Closed -$203K 124
2022
Q2
$203K Buy
+4,195
New +$203K 0.12% 125