YorkBridge Wealth Partners’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.36M | Sell |
21,355
-522
| -2% | -$33.3K | 0.35% | 73 |
|
|
2022
Q3 | $1.02M | Buy |
21,877
+660
| +3% | +$30.7K | 0.26% | 78 |
|
|
2022
Q2 | $1.03M | Buy |
21,217
+2,323
| +12% | +$113K | 0.27% | 77 |
|
|
2022
Q1 | $1.17M | Buy |
18,894
+2,724
| +17% | +$169K | 0.26% | 81 |
|
|
2021
Q4 | $1.17M | Buy |
16,170
+986
| +6% | +$71.4K | 0.26% | 78 |
|
|
2021
Q3 | $935K | Buy |
15,184
+2,357
| +18% | +$145K | 0.24% | 83 |
|
|
2021
Q2 | $798K | Buy |
12,827
+837
| +7% | +$52.1K | 0.21% | 90 |
|
|
2021
Q1 | $564K | Buy |
11,990
+2,974
| +33% | +$140K | 0.17% | 109 |
|
|
2020
Q4 | $442K | Buy |
9,016
+1,082
| +14% | +$53K | 0.15% | 113 |
|
|
2020
Q3 | $355K | Buy |
7,934
+722
| +10% | +$32.3K | 0.15% | 119 |
|
|
2020
Q2 | $360K | Buy |
7,212
+15
| +0.2% | +$749 | 0.16% | 111 |
|
|
2020
Q1 | $241K | Buy |
7,197
+692
| +11% | +$23.2K | 0.15% | 133 |
|
|
2019
Q4 | $310K | Buy |
+6,505
| New | +$310K | 0.14% | 141 |
|
|
2019
Q3 | – | Sell |
-1,400
| Closed | -$48K | – | 195 |
|
|
2019
Q2 | $48K | Hold |
1,400
| – | – | 0.02% | 372 |
|
|
2019
Q1 | $40K | Hold |
1,400
| – | – | 0.02% | 379 |
|
|
2018
Q4 | $34K | Hold |
1,400
| – | – | 0.02% | 365 |
|
|
2018
Q3 | $50K | Hold |
1,400
| – | – | 0.02% | 357 |
|
|
2018
Q2 | $45K | Hold |
1,400
| – | – | 0.02% | 374 |
|
|
2018
Q1 | $42K | Hold |
1,400
| – | – | 0.02% | 385 |
|
|
2017
Q4 | $48K | Hold |
1,400
| – | – | 0.02% | 376 |
|
|
2017
Q3 | $42K | Hold |
1,400
| – | – | 0.02% | 395 |
|
|
2017
Q2 | $37K | Hold |
1,400
| – | – | 0.02% | 405 |
|
|
2017
Q1 | $37K | Hold |
1,400
| – | – | 0.02% | 403 |
|
|
2016
Q4 | $28K | Buy |
+1,400
| New | +$28K | 0.02% | 420 |
|