Creative Planning’s Apogee Enterprises APOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Buy |
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|
2025
Q1 | $684K | Buy |
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|
2024
Q4 | $672K | Buy |
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|
2024
Q3 | $516K | Sell |
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|
2024
Q2 | $471K | Buy |
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|
2024
Q1 | $410K | Buy |
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|
2023
Q4 | $361K | Buy |
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|
2023
Q3 | $315K | Sell |
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|
2023
Q2 | $354K | Buy |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | $269K | Buy |
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|
2022
Q3 | $228K | Sell |
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|
2022
Q2 | $344K | Buy |
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|
2022
Q1 | $414K | Sell |
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|
2021
Q4 | $459K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $220K | Buy |
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|
2021
Q1 | $219K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $200K | Buy |
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|
2017
Q3 | $205K | Buy |
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|
2017
Q2 | $240K | Buy |
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|
2017
Q1 | $251K | Sell |
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|
2016
Q4 | $283K | Buy |
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|
2016
Q3 | $235K | Buy |
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|
2016
Q2 | $194K | Sell |
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|
2016
Q1 | $185K | Buy |
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|
2015
Q4 | $181K | Buy |
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|
2015
Q3 | $185K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $179K | Sell |
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|
2014
Q4 | $180K | Sell |
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|
2014
Q3 | $186K | Buy |
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|
2014
Q2 | $162K | Sell |
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|
2014
Q1 | $159K | Buy |
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