American Trust’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
Q1
Sell
-1,253
Closed -$207K 133
2024
Q4
$207K Sell
1,253
-913
-42% -$151K 0.02% 297
2024
Q3
$271K Sell
2,166
-729
-25% -$91.1K 0.02% 202
2024
Q2
$342K Buy
2,895
+760
+36% +$89.7K 0.03% 157
2024
Q1
$240K Sell
2,135
-1,837
-46% -$207K 0.02% 230
2023
Q4
$370K Sell
3,972
-5,751
-59% -$536K 0.03% 177
2023
Q3
$873K Buy
+9,723
New +$873K 0.07% 109
2023
Q1
Sell
-3,174
Closed -$202K 440
2022
Q4
$202K Buy
+3,174
New +$202K 0.02% 411