SVB 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 | – | Sell |
-1,107
| Closed | -$152K | – | 528 |
|
|
2025
Q1 | $152K | Sell |
1,107
-4,439
| -80% | -$608K | 0.01% | 343 |
|
|
2024
Q4 | $916K | Buy |
+5,546
| New | +$916K | 0.02% | 338 |
|
|
2024
Q3 | – | Sell |
-5,525
| Closed | -$652K | – | 54 |
|
|
2024
Q2 | $652K | Sell |
5,525
-63
| -1% | -$7.44K | 0.02% | 384 |
|
|
2024
Q1 | $628K | Buy |
+5,588
| New | +$628K | 0.01% | 424 |
|
|
2023
Q4 | – | Sell |
-5,647
| Closed | -$507K | – | 881 |
|
|
2023
Q3 | $507K | Buy |
5,647
+171
| +3% | +$15.3K | 0.01% | 454 |
|
|
2023
Q2 | $421K | Buy |
5,476
+136
| +3% | +$10.4K | 0.01% | 535 |
|
|
2023
Q1 | $337K | Buy |
5,340
+81
| +2% | +$5.12K | ﹤0.01% | 675 |
|
|
2022
Q4 | $335K | Buy |
+5,259
| New | +$335K | ﹤0.01% | 696 |
|
|
2021
Q4 | – | Sell |
-24,565
| Closed | -$1.51M | – | 815 |
|
|
2021
Q3 | $1.51M | Hold |
24,565
| – | – | 0.02% | 305 |
|
|
2021
Q2 | $1.53M | Hold |
24,565
| – | – | 0.02% | 302 |
|
|
2021
Q1 | $1.16M | Buy |
24,565
+9,315
| +61% | +$438K | 0.02% | 326 |
|
|
2020
Q4 | $747K | Sell |
15,250
-1,013
| -6% | -$49.6K | 0.01% | 384 |
|
|
2020
Q3 | $728K | Buy |
16,263
+829
| +5% | +$37.1K | 0.01% | 345 |
|
|
2020
Q2 | $770K | Buy |
+15,434
| New | +$770K | 0.01% | 305 |
|
|
2020
Q1 | – | Sell |
-8,807
| Closed | -$420K | – | 594 |
|
|
2019
Q4 | $420K | Buy |
+8,807
| New | +$420K | 0.01% | 441 |
|