Veritable’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,127
| Closed | -$547K | – | 52 |
|
|
2023
Q2 | $547K | Sell |
7,127
-84
| -1% | -$5.62K | 0.01% | 512 |
|
|
2023
Q1 | $455K | Sell |
7,211
-41
| -0.6% | -$2.75K | 0.01% | 569 |
|
|
2022
Q4 | $463K | Sell |
7,252
-374
| -5% | -$22.2K | 0.01% | 548 |
|
|
2022
Q3 | $355K | Buy |
7,626
+380
| +5% | +$20.9K | 0.01% | 584 |
|
|
2022
Q2 | $351K | Sell |
7,246
-1,800
| -20% | -$97.9K | 0.01% | 627 |
|
|
2022
Q1 | $561K | Buy |
9,046
+4,494
| +99% | +$296K | 0.01% | 536 |
|
|
2021
Q4 | $322K | Buy |
4,552
+946
| +26% | +$68.2K | ﹤0.01% | 693 |
|
|
2021
Q3 | $222K | Buy |
+3,606
| New | +$217K | ﹤0.01% | 808 |
|
|
2020
Q1 | – | Sell |
-10,097
| Closed | -$482K | – | 732 |
|
|
2019
Q4 | $482K | Hold |
10,097
| – | – | 0.01% | 535 |
|
|
2019
Q3 | $382K | Hold |
10,097
| – | – | 0.01% | 583 |
|
|
2019
Q2 | $346K | Hold |
10,097
| – | – | 0.01% | 607 |
|
|
2019
Q1 | $285K | Hold |
10,097
| – | – | 0.01% | 663 |
|
|
2018
Q4 | $248K | Hold |
10,097
| – | – | 0.01% | 666 |
|
|
2018
Q3 | $349K | Hold |
10,097
| – | – | 0.01% | 596 |
|
|
2018
Q2 | $322K | Hold |
10,097
| – | – | 0.01% | 616 |
|
|
2018
Q1 | $299K | Sell |
10,097
-1,402
| -12% | -$47.2K | 0.01% | 632 |
|
|
2017
Q4 | $385K | Sell |
11,499
-771
| -6% | -$24.2K | 0.01% | 571 |
|
|
2017
Q3 | $369K | Sell |
12,270
-767
| -6% | -$22.1K | 0.01% | 556 |
|
|
2017
Q2 | $345K | Buy |
13,037
+182
| +1% | +$4.85K | 0.01% | 597 |
|
|
2017
Q1 | $313K | Hold |
12,855
| – | – | 0.01% | 593 |
|
|
2016
Q4 | $249K | Buy |
12,855
+1,500
| +13% | +$28.3K | 0.01% | 643 |
|
|
2016
Q3 | $204K | Hold |
11,355
| – | – | 0.01% | 691 |
|
|
2016
Q2 | $172K | Buy |
+11,355
| New | +$186K | ﹤0.01% | 683 |
|
|
2016
Q1 | – | Sell |
-11,265
| Closed | -$171K | – | 706 |
|
|
2015
Q4 | $171K | Sell |
11,265
-7,250
| -39% | -$124K | ﹤0.01% | 701 |
|
|
2015
Q3 | $318K | Buy |
18,515
+4,000
| +28% | +$79.7K | 0.01% | 560 |
|
|
2015
Q2 | $322K | Sell |
14,515
-4,095
| -22% | -$89.9K | 0.01% | 584 |
|
|
2015
Q1 | $402K | Buy |
+18,610
| New | +$434K | 0.01% | 661 |
|
Other funds holding APO
BWA