Laird Norton Wetherby 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 Q3	$548K	Buy	4,110 +382	+10%	+$54.1K	0.02%	553
2025 Q2	$529K	Buy	+3,728	New	+$494K	0.02%	538
2024 Q4	$1.72M	Sell	10,408 -133	-1%	-$21.1K	0.08%	225
2024 Q3	$1.32M	Sell	10,541 -186	-2%	-$21.5K	0.06%	294
2024 Q2	$1.27M	Buy	10,727 +7,952	+287%	+$902K	0.06%	290
2024 Q1	$312K	Buy	2,775 +29	+1%	+$3.06K	0.01%	733
2023 Q4	$256K	Sell	2,746 -131	-5%	-$11.6K	0.01%	775
2023 Q3	$258K	Buy	2,877 +46	+2%	+$3.87K	0.01%	732
2023 Q2	$217K	Buy	+2,831	New	+$189K	0.01%	819
2022 Q2	–	Sell	-7,638	Closed	-$473K	–	911
2022 Q1	$473K	Buy	+7,638	New	+$502K	0.03%	542
2021 Q4	–	Sell	-6,361	Closed	-$392K	–	931
2021 Q3	$392K	Buy	6,361 +53	+0.8%	+$3.19K	0.02%	596
2021 Q2	$392K	Buy	+6,308	New	+$350K	0.02%	608
2021 Q1	–	Sell	-6,168	Closed	-$302K	–	787
2020 Q4	$302K	Buy	+6,168	New	+$275K	0.02%	669