Visionary Wealth Advisors’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Buy |
4,580
+928
| +25% | +$132K | 0.03% | 323 |
|
|
2025
Q1 | $500K | Buy |
3,652
+290
| +9% | +$39.7K | 0.03% | 349 |
|
|
2024
Q4 | $555K | Buy |
3,362
+328
| +11% | +$54.2K | 0.03% | 337 |
|
|
2024
Q3 | $379K | Buy |
3,034
+685
| +29% | +$85.6K | 0.02% | 389 |
|
|
2024
Q2 | $277K | Hold |
2,349
| – | – | 0.02% | 422 |
|
|
2024
Q1 | $264K | Hold |
2,349
| – | – | 0.02% | 419 |
|
|
2023
Q4 | $219K | Sell |
2,349
-100
| -4% | -$9.32K | 0.02% | 449 |
|
|
2023
Q3 | $220K | Buy |
+2,449
| New | +$220K | 0.02% | 413 |
|