Veritable’s Apollo Global Management APO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,127
Closed -$547K 52
2023
Q2
$547K Sell
7,127
-84
-1% -$6.45K 0.01% 511
2023
Q1
$455K Sell
7,211
-41
-0.6% -$2.59K 0.01% 568
2022
Q4
$463K Sell
7,252
-374
-5% -$23.9K 0.01% 547
2022
Q3
$355K Buy
7,626
+380
+5% +$17.7K 0.01% 582
2022
Q2
$351K Sell
7,246
-1,800
-20% -$87.2K 0.01% 625
2022
Q1
$561K Buy
9,046
+4,494
+99% +$279K 0.01% 533
2021
Q4
$322K Buy
4,552
+946
+26% +$66.9K ﹤0.01% 688
2021
Q3
$222K Buy
+3,606
New +$222K ﹤0.01% 803
2020
Q1
Sell
-10,097
Closed -$482K 727
2019
Q4
$482K Hold
10,097
0.01% 534
2019
Q3
$382K Hold
10,097
0.01% 581
2019
Q2
$346K Hold
10,097
0.01% 604
2019
Q1
$285K Hold
10,097
0.01% 660
2018
Q4
$248K Hold
10,097
0.01% 660
2018
Q3
$349K Hold
10,097
0.01% 589
2018
Q2
$322K Hold
10,097
0.01% 609
2018
Q1
$299K Sell
10,097
-1,402
-12% -$41.5K 0.01% 625
2017
Q4
$385K Sell
11,499
-771
-6% -$25.8K 0.01% 565
2017
Q3
$369K Sell
12,270
-767
-6% -$23.1K 0.01% 551
2017
Q2
$345K Buy
13,037
+182
+1% +$4.82K 0.01% 592
2017
Q1
$313K Hold
12,855
0.01% 591
2016
Q4
$249K Buy
12,855
+1,500
+13% +$29.1K 0.01% 640
2016
Q3
$204K Hold
11,355
0.01% 685
2016
Q2
$172K Buy
+11,355
New +$172K ﹤0.01% 681
2016
Q1
Sell
-11,265
Closed -$171K 702
2015
Q4
$171K Sell
11,265
-7,250
-39% -$110K ﹤0.01% 697
2015
Q3
$318K Buy
18,515
+4,000
+28% +$68.7K 0.01% 557
2015
Q2
$322K Sell
14,515
-4,095
-22% -$90.8K 0.01% 582
2015
Q1
$402K Buy
+18,610
New +$402K 0.01% 659