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 |
|