YHB Investment Advisors’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 | $1.68M | Buy |
11,829
+1,147
| +11% | +$163K | 0.13% | 131 |
|
|
2025
Q1 | $1.46M | Buy |
10,682
+2,473
| +30% | +$339K | 0.12% | 137 |
|
|
2024
Q4 | $1.36M | Buy |
8,209
+711
| +9% | +$117K | 0.11% | 138 |
|
|
2024
Q3 | $937K | Buy |
7,498
+524
| +8% | +$65.5K | 0.08% | 154 |
|
|
2024
Q2 | $823K | Buy |
6,974
+1,151
| +20% | +$136K | 0.07% | 158 |
|
|
2024
Q1 | $655K | Buy |
5,823
+1,453
| +33% | +$163K | 0.06% | 176 |
|
|
2023
Q4 | $407K | Buy |
+4,370
| New | +$407K | 0.04% | 202 |
|