Wealthcare Advisory Partners’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 | $5.14M | Sell |
36,213
-1,722
| -5% | -$244K | 0.12% | 150 |
|
|
2025
Q1 | $5.19M | Sell |
37,935
-3,035
| -7% | -$416K | 0.14% | 132 |
|
|
2024
Q4 | $6.77M | Sell |
40,970
-3,521
| -8% | -$582K | 0.19% | 100 |
|
|
2024
Q3 | $5.56M | Sell |
44,491
-11
| -0% | -$1.37K | 0.16% | 126 |
|
|
2024
Q2 | $5.25M | Sell |
44,502
-1,964
| -4% | -$232K | 0.16% | 106 |
|
|
2024
Q1 | $5.23M | Buy |
46,466
+215
| +0.5% | +$24.2K | 0.17% | 105 |
|
|
2023
Q4 | $4.31M | Sell |
46,251
-1,074
| -2% | -$100K | 0.17% | 100 |
|
|
2023
Q3 | $4.25M | Buy |
47,325
+1,639
| +4% | +$147K | 0.2% | 92 |
|
|
2023
Q2 | $3.51M | Buy |
45,686
+7
| +0% | +$538 | 0.16% | 112 |
|
|
2023
Q1 | $2.89M | Sell |
45,679
-1,098
| -2% | -$69.4K | 0.12% | 139 |
|
|
2022
Q4 | $2.98M | Sell |
46,777
-138
| -0.3% | -$8.8K | 0.14% | 122 |
|
|
2022
Q3 | $2.18M | Sell |
46,915
-288
| -0.6% | -$13.4K | 0.12% | 134 |
|
|
2022
Q2 | $2.29M | Buy |
+47,203
| New | +$2.29M | 0.14% | 106 |
|
|
2021
Q4 | – | Sell |
-52,280
| Closed | -$3.22M | – | 575 |
|
|
2021
Q3 | $3.22M | Sell |
52,280
-500
| -0.9% | -$30.8K | 0.21% | 69 |
|
|
2021
Q2 | $3.28M | Buy |
52,780
+1,000
| +2% | +$62.2K | 0.22% | 69 |
|
|
2021
Q1 | $2.43M | Sell |
51,780
-650
| -1% | -$30.6K | 0.18% | 75 |
|
|
2020
Q4 | $2.57M | Sell |
52,430
-93
| -0.2% | -$4.56K | 0.23% | 58 |
|
|
2020
Q3 | $2.35M | Hold |
52,523
| – | – | 0.26% | 51 |
|
|
2020
Q2 | $2.62M | Buy |
52,523
+3,080
| +6% | +$154K | 0.33% | 39 |
|
|
2020
Q1 | $1.66M | Sell |
49,443
-250
| -0.5% | -$8.37K | 0.24% | 53 |
|
|
2019
Q4 | $2.37M | Hold |
49,693
| – | – | 0.3% | 41 |
|
|
2019
Q3 | $1.88M | Sell |
49,693
-1,400
| -3% | -$52.9K | 0.27% | 47 |
|
|
2019
Q2 | $1.75M | Buy |
51,093
+50
| +0.1% | +$1.72K | 0.28% | 52 |
|
|
2019
Q1 | $1.44M | Sell |
51,043
-207
| -0.4% | -$5.85K | 0.25% | 61 |
|
|
2018
Q4 | $1.26M | Sell |
51,250
-5,976
| -10% | -$147K | 0.24% | 61 |
|
|
2018
Q3 | $1.98M | Buy |
57,226
+750
| +1% | +$25.9K | 0.36% | 40 |
|
|
2018
Q2 | $1.8M | Buy |
+56,476
| New | +$1.8M | 0.35% | 41 |
|