Carson Wealth (CWM LLC)’s Apogee Enterprises APOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Buy |
2,451
+1,214
| +98% | +$49.5K | ﹤0.01% | 2718 |
|
|
2025
Q1 | $57K | Sell |
1,237
-537
| -30% | -$24.7K | ﹤0.01% | 2859 |
|
|
2024
Q4 | $127K | Buy |
1,774
+627
| +55% | +$44.9K | ﹤0.01% | 2116 |
|
|
2024
Q3 | $80K | Buy |
1,147
+190
| +20% | +$13.3K | ﹤0.01% | 2339 |
|
|
2024
Q2 | $60K | Buy |
957
+712
| +291% | +$44.6K | ﹤0.01% | 2338 |
|
|
2024
Q1 | $15K | Buy |
245
+20
| +9% | +$1.22K | ﹤0.01% | 3066 |
|
|
2023
Q4 | $12K | Sell |
225
-32
| -12% | -$1.71K | ﹤0.01% | 3063 |
|
|
2023
Q3 | $12K | Hold |
257
| – | – | ﹤0.01% | 3021 |
|
|
2023
Q2 | $12K | Buy |
257
+164
| +176% | +$7.66K | ﹤0.01% | 2957 |
|
|
2023
Q1 | $4K | Sell |
93
-8
| -8% | -$344 | ﹤0.01% | 3350 |
|
|
2022
Q4 | $4K | Buy |
101
+8
| +9% | +$317 | ﹤0.01% | 3257 |
|
|
2022
Q3 | $4K | Buy |
93
+35
| +60% | +$1.51K | ﹤0.01% | 3129 |
|
|
2022
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 3288 |
|
|
2022
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 2985 |
|
|
2021
Q4 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 2922 |
|
|
2021
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 2586 |
|
|
2021
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 2586 |
|
|
2020
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 2586 |
|
|
2020
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 2586 |
|
|
2020
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 2586 |
|
|
2020
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 2586 |
|
|
2019
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 2586 |
|
|
2019
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 2586 |
|
|
2019
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 2586 |
|
|
2019
Q1 | $2K | Buy |
58
+38
| +190% | +$1.31K | ﹤0.01% | 2586 |
|
|
2018
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1825 |
|
|
2018
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1604 |
|