EWM
Evercore Wealth Management’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Hold |
2,981
| – | – | 0.01% | 300 |
|
|
2025
Q1 | $408K | Sell |
2,981
-350
| -11% | -$47.9K | 0.01% | 294 |
|
|
2024
Q4 | $550K | Buy |
3,331
+1
| +0% | +$165 | 0.01% | 261 |
|
|
2024
Q3 | $416K | Hold |
3,330
| – | – | 0.01% | 295 |
|
|
2024
Q2 | $393K | Sell |
3,330
-1,110
| -25% | -$131K | 0.01% | 303 |
|
|
2024
Q1 | $499K | Sell |
4,440
-500
| -10% | -$56.2K | 0.01% | 283 |
|
|
2023
Q4 | $460K | Sell |
4,940
-1,130
| -19% | -$105K | 0.01% | 291 |
|
|
2023
Q3 | $545K | Buy |
6,070
+57
| +0.9% | +$5.12K | 0.01% | 267 |
|
|
2023
Q2 | $462K | Sell |
6,013
-1,213
| -17% | -$93.2K | 0.01% | 290 |
|
|
2023
Q1 | $456K | Sell |
7,226
-364
| -5% | -$23K | 0.01% | 283 |
|
|
2022
Q4 | $484K | Hold |
7,590
| – | – | 0.01% | 270 |
|
|
2022
Q3 | $353K | Hold |
7,590
| – | – | 0.01% | 289 |
|
|
2022
Q2 | $368K | Hold |
7,590
| – | – | 0.01% | 293 |
|
|
2022
Q1 | $471K | Buy |
+7,590
| New | +$471K | 0.01% | 292 |
|
|
2021
Q4 | – | Sell |
-7,990
| Closed | -$492K | – | 422 |
|
|
2021
Q3 | $492K | Hold |
7,990
| – | – | 0.01% | 288 |
|
|
2021
Q2 | $497K | Sell |
7,990
-100
| -1% | -$6.22K | 0.01% | 290 |
|
|
2021
Q1 | $381K | Sell |
8,090
-730
| -8% | -$34.4K | 0.01% | 332 |
|
|
2020
Q4 | $432K | Sell |
8,820
-4,060
| -32% | -$199K | 0.01% | 307 |
|
|
2020
Q3 | $577K | Sell |
12,880
-2,345
| -15% | -$105K | 0.01% | 248 |
|
|
2020
Q2 | $760K | Sell |
15,225
-1,125
| -7% | -$56.2K | 0.02% | 222 |
|
|
2020
Q1 | $548K | Sell |
16,350
-1,200
| -7% | -$40.2K | 0.02% | 232 |
|
|
2019
Q4 | $837K | Sell |
17,550
-2,015
| -10% | -$96.1K | 0.02% | 227 |
|
|
2019
Q3 | $740K | Hold |
19,565
| – | – | 0.02% | 237 |
|
|
2019
Q2 | $671K | Sell |
19,565
-6,875
| -26% | -$236K | 0.02% | 245 |
|
|
2019
Q1 | $747K | Sell |
26,440
-275
| -1% | -$7.77K | 0.02% | 228 |
|
|
2018
Q4 | $656K | Buy |
26,715
+1,740
| +7% | +$42.7K | 0.02% | 226 |
|
|
2018
Q3 | $863K | Sell |
24,975
-1,400
| -5% | -$48.4K | 0.03% | 217 |
|
|
2018
Q2 | $841K | Sell |
26,375
-3,285
| -11% | -$105K | 0.03% | 220 |
|
|
2018
Q1 | $879K | Sell |
29,660
-1,150
| -4% | -$34.1K | 0.03% | 196 |
|
|
2017
Q4 | $1.03M | Sell |
30,810
-1,000
| -3% | -$33.5K | 0.04% | 184 |
|
|
2017
Q3 | $958K | Sell |
31,810
-6,325
| -17% | -$190K | 0.04% | 181 |
|
|
2017
Q2 | $1.01M | Sell |
38,135
-2,885
| -7% | -$76.3K | 0.04% | 176 |
|
|
2017
Q1 | $997K | Sell |
41,020
-12,865
| -24% | -$313K | 0.04% | 179 |
|
|
2016
Q4 | $1.04M | Sell |
53,885
-750,040
| -93% | -$14.5M | 0.04% | 172 |
|
|
2016
Q3 | $14.4M | Sell |
803,925
-398,923
| -33% | -$7.16M | 0.6% | 49 |
|
|
2016
Q2 | $18.2M | Buy |
1,202,848
+13,705
| +1% | +$208K | 0.8% | 41 |
|
|
2016
Q1 | $20.4M | Buy |
1,189,143
+187,563
| +19% | +$3.21M | 0.9% | 40 |
|
|
2015
Q4 | $15.2M | Buy |
1,001,580
+42,819
| +4% | +$650K | 0.71% | 45 |
|
|
2015
Q3 | $16.5M | Buy |
958,761
+226,351
| +31% | +$3.89M | 0.79% | 45 |
|
|
2015
Q2 | $16.2M | Buy |
+732,410
| New | +$16.2M | 0.73% | 46 |
|