Williams Jones 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
Q2 | $127M | Buy |
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|
2025
Q1 | $121M | Buy |
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|
2024
Q4 | $120M | Sell |
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|
2024
Q3 | $92.6M | Buy |
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|
2024
Q2 | $85.6M | Buy |
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|
2024
Q1 | $77.4M | Buy |
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|
2023
Q4 | $54.4M | Buy |
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|
2023
Q3 | $46.4M | Buy |
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|
2023
Q2 | $37.3M | Buy |
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|
2023
Q1 | $28.5M | Buy |
|
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|
2022
Q4 | $20.9M | Buy |
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|
2022
Q3 | $14.6M | Buy |
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|
2022
Q2 | $14.9M | Sell |
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|
2022
Q1 | $20.3M | Buy |
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|
2021
Q4 | $23.4M | Buy |
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|
2021
Q3 | $19.2M | Buy |
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|
2021
Q2 | $18.3M | Buy |
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|
2021
Q1 | $13.3M | Buy |
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|
2020
Q4 | $9.8M | Buy |
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|
2020
Q3 | $8.08M | Buy |
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|
2020
Q2 | $8.99M | Sell |
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|
2020
Q1 | $6.24M | Sell |
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|
2019
Q4 | $17.1M | Buy |
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|
2019
Q3 | $378K | Buy |
|