Western Pacific Wealth Management’s Apollo Global Management APO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-455	Closed	-$64.6K	–	192
2025 Q2	$64.6K	Hold	455	–	–	0.06%	121
2025 Q1	$62.3K	Sell	455 -206	-31%	-$31.7K	0.06%	121
2024 Q4	$109K	Sell	661 -146	-18%	-$23.1K	0.09%	102
2024 Q3	$101K	Sell	807 -109	-12%	-$12.6K	0.07%	123
2024 Q2	$108K	Sell	916 -58	-6%	-$6.58K	0.08%	87
2024 Q1	$110K	Buy	974 +26	+3%	+$2.74K	0.08%	93
2023 Q4	$88.3K	Sell	948 -147	-13%	-$13K	0.06%	103
2023 Q3	$98.3K	Hold	1,095	–	–	0.08%	77
2023 Q2	$84.1K	Sell	1,095 -275	-20%	-$18.4K	0.06%	94
2023 Q1	$86.5K	Sell	1,370 -655	-32%	-$43.9K	0.07%	91
2022 Q4	$129K	Buy	2,025 +711	+54%	+$42.2K	0.11%	58
2022 Q3	$61K	Buy	1,314 +1,280	+3,765%	+$70.3K	0.06%	84
2022 Q2	$1K	Sell	34 -3	-8%	-$163	﹤0.01%	181
2022 Q1	$2K	Sell	37 -3	-8%	-$197	﹤0.01%	196
2021 Q4	$2K	Buy	+40	New	+$2.89K	﹤0.01%	200