Wellington Shields Capital Management’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 | $9.21M | Buy |
64,921
+1,371
| +2% | +$195K | 1.56% | 13 |
|
2025
Q1 | $8.7M | Buy |
63,550
+10,227
| +19% | +$1.4M | 1.58% | 14 |
|
2024
Q4 | $8.81M | Buy |
53,323
+1,099
| +2% | +$182K | 1.56% | 16 |
|
2024
Q3 | $6.52M | Buy |
52,224
+956
| +2% | +$119K | 1.13% | 19 |
|
2024
Q2 | $6.05M | Buy |
51,268
+573
| +1% | +$67.7K | 1.1% | 18 |
|
2024
Q1 | $5.7M | Buy |
50,695
+3,487
| +7% | +$392K | 1.07% | 21 |
|
2023
Q4 | $4.4M | Sell |
47,208
-3,704
| -7% | -$345K | 0.55% | 23 |
|
2023
Q3 | $4.57M | Sell |
50,912
-31
| -0.1% | -$2.78K | 0.6% | 21 |
|
2023
Q2 | $3.91M | Buy |
50,943
+749
| +1% | +$57.5K | 0.48% | 26 |
|
2023
Q1 | $3.17M | Buy |
50,194
+2,844
| +6% | +$180K | 0.38% | 29 |
|
2022
Q4 | $3.02M | Buy |
47,350
+159
| +0.3% | +$10.1K | 0.37% | 38 |
|
2022
Q3 | $2.19M | Buy |
47,191
+18,741
| +66% | +$871K | 0.52% | 48 |
|
2022
Q2 | $1.38M | Buy |
28,450
+24,100
| +554% | +$1.17M | 0.17% | 81 |
|
2022
Q1 | $270K | Hold |
4,350
| – | – | 0.03% | 229 |
|
2021
Q4 | $315K | Hold |
4,350
| – | – | 0.04% | 251 |
|
2021
Q3 | $268K | Buy |
+4,350
| New | +$268K | 0.04% | 233 |
|
2020
Q1 | – | Sell |
-19,520
| Closed | -$931K | – | 232 |
|
2019
Q4 | $931K | Sell |
19,520
-430
| -2% | -$20.5K | 0.14% | 127 |
|
2019
Q3 | $755K | Buy |
+19,950
| New | +$755K | 0.12% | 146 |
|