WJWM

Williams Jones Wealth Management’s Apollo Global Management APO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$127M	Buy	896,505 +14,726	+2%	+$2.09M	1.52%	20
2025 Q1	$121M	Buy	881,779 +156,215	+22%	+$21.4M	1.54%	20
2024 Q4	$120M	Sell	725,564 -15,934	-2%	-$2.63M	1.45%	22
2024 Q3	$92.6M	Buy	741,498 +16,633	+2%	+$2.08M	1.09%	32
2024 Q2	$85.6M	Buy	724,865 +36,427	+5%	+$4.3M	1.06%	33
2024 Q1	$77.4M	Buy	688,438 +104,951	+18%	+$11.8M	0.99%	32
2023 Q4	$54.4M	Buy	583,487 +66,486	+13%	+$6.2M	0.76%	36
2023 Q3	$46.4M	Buy	517,001 +31,714	+7%	+$2.85M	0.71%	37
2023 Q2	$37.3M	Buy	485,287 +33,872	+8%	+$2.6M	0.56%	42
2023 Q1	$28.5M	Buy	451,415 +124,184	+38%	+$7.84M	0.45%	48
2022 Q4	$20.9M	Buy	327,231 +12,338	+4%	+$787K	0.35%	58
2022 Q3	$14.6M	Buy	314,893 +7,408	+2%	+$344K	0.25%	75
2022 Q2	$14.9M	Sell	307,485 -20,463	-6%	-$992K	0.24%	78
2022 Q1	$20.3M	Buy	327,948 +4,922	+2%	+$305K	0.28%	65
2021 Q4	$23.4M	Buy	323,026 +11,275	+4%	+$817K	0.29%	66
2021 Q3	$19.2M	Buy	311,751 +18,337	+6%	+$1.13M	0.27%	70
2021 Q2	$18.3M	Buy	293,414 +10,732	+4%	+$668K	0.26%	74
2021 Q1	$13.3M	Buy	282,682 +82,674	+41%	+$3.89M	0.21%	84
2020 Q4	$9.8M	Buy	200,008 +19,518	+11%	+$956K	0.16%	87
2020 Q3	$8.08M	Buy	180,490 +425	+0.2%	+$19K	0.15%	90
2020 Q2	$8.99M	Sell	180,065 -6,125	-3%	-$306K	0.18%	85
2020 Q1	$6.24M	Sell	186,190 -173,060	-48%	-$5.8M	0.16%	84
2019 Q4	$17.1M	Buy	359,250 +349,250	+3,493%	+$16.7M	0.33%	64
2019 Q3	$378K	Buy	+10,000	New	+$378K	0.01%	309