WLPWM
Walled Lake Planning & Wealth Management’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
2,373
-143
| -6% | -$20.3K | 0.11% | 96 |
|
|
2025
Q1 | $345K | Buy |
2,516
+80
| +3% | +$11K | 0.12% | 90 |
|
|
2024
Q4 | $402K | Buy |
2,436
+660
| +37% | +$109K | 0.15% | 85 |
|
|
2024
Q3 | $222K | Buy |
1,776
+6
| +0.3% | +$749 | 0.08% | 118 |
|
|
2024
Q2 | $209K | Buy |
+1,770
| New | +$209K | 0.09% | 112 |
|
|
2022
Q4 | – | Sell |
-5,575
| Closed | -$259K | – | 55 |
|
|
2022
Q3 | $259K | Hold |
5,575
| – | – | 0.18% | 58 |
|
|
2022
Q2 | $270K | Hold |
5,575
| – | – | 0.19% | 57 |
|
|
2022
Q1 | $346K | Buy |
+5,575
| New | +$346K | 0.21% | 55 |
|
|
2021
Q4 | – | Sell |
-6,575
| Closed | -$405K | – | 119 |
|
|
2021
Q3 | $405K | Hold |
6,575
| – | – | 0.25% | 50 |
|
|
2021
Q2 | $409K | Hold |
6,575
| – | – | 0.27% | 47 |
|
|
2021
Q1 | $309K | Buy |
6,575
+2,075
| +46% | +$97.5K | 0.21% | 54 |
|
|
2020
Q4 | $220K | Buy |
4,500
+100
| +2% | +$4.89K | 0.17% | 64 |
|
|
2020
Q3 | $197K | Hold |
4,400
| – | – | 0.16% | 63 |
|
|
2020
Q2 | $220K | Hold |
4,400
| – | – | 0.18% | 60 |
|
|
2020
Q1 | $147K | Hold |
4,400
| – | – | 0.13% | 66 |
|
|
2019
Q4 | $210K | Buy |
+4,400
| New | +$210K | 0.15% | 63 |
|