Waverly Advisors’s Apollo Global Management APO Stock Holding History

Waverly Advisors’s Portfolio APO Stock Details APO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$302K	Sell
2025 Q2	$438K	Buy
2025 Q1	$407K	Buy
2024 Q4	$270K	Buy
2015 Q4	–	Sell
2015 Q3	$49K	Buy
2015 Q2	$61K	Buy
2015 Q1	$59K	Buy
2014 Q4	$62K	Buy
2014 Q3	$61K	Buy
2014 Q2	$55K	Buy