Wealthspire Advisors (New York)’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 | $3.32M | Buy |
23,379
+1,500
| +7% | +$213K | 0.02% | 205 |
|
|
2025
Q1 | $3M | Sell |
21,879
-922
| -4% | -$126K | 0.02% | 212 |
|
|
2024
Q4 | $3.77M | Sell |
22,801
-519
| -2% | -$85.7K | 0.04% | 168 |
|
|
2024
Q3 | $2.91M | Buy |
23,320
+11,086
| +91% | +$1.38M | 0.03% | 191 |
|
|
2024
Q2 | $1.44M | Sell |
12,234
-300
| -2% | -$35.4K | 0.02% | 253 |
|
|
2024
Q1 | $1.41M | Sell |
12,534
-81
| -0.6% | -$9.11K | 0.02% | 253 |
|
|
2023
Q4 | $1.18M | Buy |
12,615
+1,778
| +16% | +$166K | 0.02% | 284 |
|
|
2023
Q3 | $973K | Buy |
10,837
+541
| +5% | +$48.6K | 0.02% | 284 |
|
|
2023
Q2 | $791K | Sell |
10,296
-33
| -0.3% | -$2.54K | 0.01% | 293 |
|
|
2023
Q1 | $652K | Buy |
10,329
+1,454
| +16% | +$91.8K | 0.01% | 313 |
|
|
2022
Q4 | $566K | Buy |
+8,875
| New | +$566K | 0.01% | 351 |
|
|
2022
Q1 | – | Sell |
-8,411
| Closed | -$609K | – | 441 |
|
|
2021
Q4 | $609K | Sell |
8,411
-2,363
| -22% | -$171K | 0.01% | 291 |
|
|
2021
Q3 | $664K | Buy |
+10,774
| New | +$664K | 0.01% | 308 |
|