LNWWM
Laird Norton Wetherby 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 | $529K | Buy |
+3,728
| New | +$529K | 0.02% | 537 |
|
|
2024
Q4 | $1.72M | Sell |
10,408
-133
| -1% | -$22K | 0.08% | 225 |
|
|
2024
Q3 | $1.32M | Sell |
10,541
-186
| -2% | -$23.2K | 0.06% | 294 |
|
|
2024
Q2 | $1.27M | Buy |
10,727
+7,952
| +287% | +$939K | 0.06% | 289 |
|
|
2024
Q1 | $312K | Buy |
2,775
+29
| +1% | +$3.26K | 0.01% | 729 |
|
|
2023
Q4 | $256K | Sell |
2,746
-131
| -5% | -$12.2K | 0.01% | 772 |
|
|
2023
Q3 | $258K | Buy |
2,877
+46
| +2% | +$4.13K | 0.01% | 730 |
|
|
2023
Q2 | $217K | Buy |
+2,831
| New | +$217K | 0.01% | 813 |
|
|
2022
Q2 | – | Sell |
-7,638
| Closed | -$473K | – | 898 |
|
|
2022
Q1 | $473K | Buy |
+7,638
| New | +$473K | 0.03% | 542 |
|
|
2021
Q4 | – | Sell |
-6,361
| Closed | -$392K | – | 911 |
|
|
2021
Q3 | $392K | Buy |
6,361
+53
| +0.8% | +$3.27K | 0.02% | 586 |
|
|
2021
Q2 | $392K | Buy |
+6,308
| New | +$392K | 0.02% | 601 |
|
|
2021
Q1 | – | Sell |
-6,168
| Closed | -$302K | – | 784 |
|
|
2020
Q4 | $302K | Buy |
+6,168
| New | +$302K | 0.02% | 659 |
|