CWM
Congress Wealth Management’s Apogee Enterprises APOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
5,162
+127
| +3% | +$5.16K | ﹤0.01% | 1136 |
|
|
2025
Q1 | $233K | Buy |
5,035
+215
| +4% | +$9.96K | ﹤0.01% | 1003 |
|
|
2024
Q4 | $344K | Sell |
4,820
-5,175
| -52% | -$370K | ﹤0.01% | 733 |
|
|
2024
Q3 | $700K | Buy |
9,995
+4,970
| +99% | +$348K | 0.01% | 580 |
|
|
2024
Q2 | $316K | Buy |
+5,025
| New | +$316K | 0.01% | 603 |
|