Whittier 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 | $932K | Buy |
6,570
+191
| +3% | +$27.1K | 0.01% | 391 |
|
|
2025
Q1 | $874K | Hold |
6,379
| – | – | 0.01% | 400 |
|
|
2024
Q4 | $1.05M | Sell |
6,379
-153
| -2% | -$25.3K | 0.01% | 376 |
|
|
2024
Q3 | $816K | Hold |
6,532
| – | – | 0.01% | 424 |
|
|
2024
Q2 | $771K | Sell |
6,532
-351
| -5% | -$41.4K | 0.01% | 414 |
|
|
2024
Q1 | $774K | Hold |
6,883
| – | – | 0.01% | 409 |
|
|
2023
Q4 | $641K | Sell |
6,883
-9
| -0.1% | -$839 | 0.01% | 430 |
|
|
2023
Q3 | $619K | Buy |
6,892
+9
| +0.1% | +$808 | 0.01% | 427 |
|
|
2023
Q2 | $529K | Hold |
6,883
| – | – | 0.01% | 448 |
|
|
2023
Q1 | $435K | Sell |
6,883
-3,893
| -36% | -$246K | 0.01% | 488 |
|
|
2022
Q4 | $687K | Sell |
10,776
-461
| -4% | -$29.4K | 0.01% | 407 |
|
|
2022
Q3 | $523K | Sell |
11,237
-15
| -0.1% | -$698 | 0.01% | 448 |
|
|
2022
Q2 | $545K | Buy |
11,252
+12
| +0.1% | +$581 | 0.01% | 449 |
|
|
2022
Q1 | $697K | Buy |
11,240
+11,225
| +74,833% | +$696K | 0.01% | 433 |
|
|
2021
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1530 |
|
|
2021
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1442 |
|