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 |
|