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 |
|