Triad Wealth 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	$254K	Buy	+1,789	New	+$254K	0.05%	243
2025 Q1	–	Sell	-2,090	Closed	-$345K	–	214
2024 Q4	$345K	Buy	+2,090	New	+$345K	0.12%	120
2024 Q3	–	Sell	-2,126	Closed	-$251K	–	95
2024 Q2	$251K	Buy	+2,126	New	+$251K	0.13%	78