Waverly 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 | $438K | Buy |
3,085
+110
| +4% | +$15.6K | ﹤0.01% | 837 |
|
|
2025
Q1 | $407K | Buy |
2,975
+1,341
| +82% | +$184K | 0.01% | 829 |
|
|
2024
Q4 | $270K | Buy |
+1,634
| New | +$270K | ﹤0.01% | 850 |
|
|
2015
Q4 | – | Sell |
-2,840
| Closed | -$49K | – | 143 |
|
|
2015
Q3 | $49K | Buy |
2,840
+64
| +2% | +$1.1K | 0.03% | 138 |
|
|
2015
Q2 | $61K | Buy |
2,776
+41
| +1% | +$901 | 0.04% | 112 |
|
|
2015
Q1 | $59K | Buy |
2,735
+98
| +4% | +$2.11K | 0.03% | 110 |
|
|
2014
Q4 | $62K | Buy |
2,637
+77
| +3% | +$1.81K | 0.03% | 102 |
|
|
2014
Q3 | $61K | Buy |
2,560
+565
| +28% | +$13.5K | 0.03% | 198 |
|
|
2014
Q2 | $55K | Buy |
+1,995
| New | +$55K | 0.02% | 222 |
|