Chevy Chase 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
Q2
$33.9M Buy
239,160
+3,982
+2% +$565K 0.1% 188
2025
Q1
$32.2M Sell
235,178
-143
-0.1% -$19.6K 0.1% 180
2024
Q4
$38.9M Buy
+235,321
New +$38.9M 0.12% 156
2022
Q2
Sell
-3,660
Closed -$227K 632
2022
Q1
$227K Buy
+3,660
New +$227K ﹤0.01% 630
2021
Q4
Sell
-5,943
Closed -$366K 670
2021
Q3
$366K Hold
5,943
﹤0.01% 618
2021
Q2
$370K Sell
5,943
-350
-6% -$21.8K ﹤0.01% 624
2021
Q1
$296K Sell
6,293
-4,107
-39% -$193K ﹤0.01% 637
2020
Q4
$509K Sell
10,400
-100
-1% -$4.89K ﹤0.01% 598
2020
Q3
$470K Sell
10,500
-1,000
-9% -$44.8K ﹤0.01% 593
2020
Q2
$574K Hold
11,500
﹤0.01% 583
2020
Q1
$385K Hold
11,500
﹤0.01% 585
2019
Q4
$549K Hold
11,500
﹤0.01% 604
2019
Q3
$435K Buy
+11,500
New +$435K ﹤0.01% 601