Diversified 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 | $218K | Sell |
1,536
-92
| -6% | -$13.1K | ﹤0.01% | 848 |
|
|
2025
Q1 | $223K | Buy |
1,628
+46
| +3% | +$6.3K | 0.01% | 823 |
|
|
2024
Q4 | $261K | Buy |
+1,582
| New | +$261K | 0.01% | 779 |
|
|
2024
Q3 | – | Sell |
-14,347
| Closed | -$1.69M | – | 913 |
|
|
2024
Q2 | $1.69M | Sell |
14,347
-1,043
| -7% | -$123K | 0.05% | 231 |
|
|
2024
Q1 | $1.73M | Buy |
+15,390
| New | +$1.73M | 0.05% | 214 |
|
|
2023
Q4 | – | Sell |
-4,291
| Closed | -$385K | – | 881 |
|
|
2023
Q3 | $385K | Buy |
+4,291
| New | +$385K | 0.01% | 541 |
|
|
2023
Q2 | – | Sell |
-3,382
| Closed | -$214K | – | 832 |
|
|
2023
Q1 | $214K | Sell |
3,382
-121
| -3% | -$7.64K | 0.01% | 730 |
|
|
2022
Q4 | $223K | Buy |
+3,503
| New | +$223K | 0.01% | 697 |
|