Evercore Wealth Management’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Hold |
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|
2025
Q1 | $408K | Sell |
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|
2024
Q4 | $550K | Buy |
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|
2024
Q3 | $416K | Hold |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $499K | Sell |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $545K | Buy |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $456K | Sell |
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|
2022
Q4 | $484K | Hold |
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|
2022
Q3 | $353K | Hold |
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|
2022
Q2 | $368K | Hold |
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|
2022
Q1 | $471K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $492K | Hold |
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|
2021
Q2 | $497K | Sell |
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|
2021
Q1 | $381K | Sell |
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|
2020
Q4 | $432K | Sell |
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|
2020
Q3 | $577K | Sell |
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|
2020
Q2 | $760K | Sell |
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|
2020
Q1 | $548K | Sell |
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|
2019
Q4 | $837K | Sell |
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|
2019
Q3 | $740K | Hold |
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|
2019
Q2 | $671K | Sell |
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|
2019
Q1 | $747K | Sell |
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|
2018
Q4 | $656K | Buy |
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|
2018
Q3 | $863K | Sell |
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|
2018
Q2 | $841K | Sell |
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|
2018
Q1 | $879K | Sell |
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|
2017
Q4 | $1.03M | Sell |
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|
2017
Q3 | $958K | Sell |
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|
2017
Q2 | $1.01M | Sell |
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|
2017
Q1 | $997K | Sell |
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|
2016
Q4 | $1.04M | Sell |
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|
2016
Q3 | $14.4M | Sell |
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|
2016
Q2 | $18.2M | Buy |
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|
2016
Q1 | $20.4M | Buy |
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|
2015
Q4 | $15.2M | Buy |
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|
2015
Q3 | $16.5M | Buy |
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|
2015
Q2 | $16.2M | Buy |
|