Segment Wealth Management, LLC APO Holdings History
Segment Wealth Management, LLC's Apollo Asset Management, Inc. Holding Summary
As of 2025-06-30, Segment Wealth Management, LLC held 160,149.00 shares of Apollo Asset Management, Inc.(APO), totaling $22.72 Mil. This investment constitutes 1.44% of their stock portfolio, and Segment Wealth Management, LLC now holds 0.03% of the outstanding Apollo Asset Management, Inc.(APO) stock.
The initial trade took place in 2017Q1. And since then Segment Wealth Management, LLC has made 11 purchases of APO, at an average price of $81.25, for a total of 230,226.00 shares. In addition, there have been 13 sales at an average price of $40.00 for 70,077.00 shares. Based on historical transaction data and APO's current price of $151.93, Segment Wealth Management, LLC's estimated gain on his APO holdings is $8.43 Mil, reflecting a 45.05% gain to date.
Segment Wealth Management, LLC APO ($151.93) Holding Chart
Segment Wealth Management, LLC APO ($151.93) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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