TrinityPoint 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
2024
Q4
$337K Buy
2,042
+22
+1% +$3.63K 0.05% 255
2024
Q3
$252K Sell
2,020
-939
-32% -$117K 0.04% 288
2024
Q2
$349K Sell
2,959
-28
-0.9% -$3.31K 0.05% 239
2024
Q1
$336K Sell
2,987
-204
-6% -$22.9K 0.06% 236
2023
Q4
$297K Sell
3,191
-458
-13% -$42.7K 0.05% 241
2023
Q3
$328K Buy
3,649
+754
+26% +$67.7K 0.07% 218
2023
Q2
$222K Buy
+2,895
New +$222K 0.04% 254