Corient Private Wealth’s Apogee Enterprises APOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,121
Closed -$223K 2282
2024
Q4
$223K Buy
3,121
+189
+6% +$13.5K ﹤0.01% 2059
2024
Q3
$205K Buy
+2,932
New +$205K ﹤0.01% 2183