Geneos Wealth Management’s Apogee Enterprises APOG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,000
| Closed | -$39K | – | 2025 |
|
2022
Q2 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 1385 |
|
2022
Q1 | $47K | Hold |
1,000
| – | – | ﹤0.01% | 1412 |
|
2021
Q4 | $48K | Hold |
1,000
| – | – | ﹤0.01% | 1494 |
|
2021
Q3 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 1610 |
|
2021
Q2 | $40K | Hold |
1,000
| – | – | ﹤0.01% | 1586 |
|
2021
Q1 | $35K | Hold |
1,000
| – | – | ﹤0.01% | 1806 |
|
2020
Q4 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 1568 |
|
2020
Q3 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 1644 |
|
2020
Q2 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 1609 |
|
2020
Q1 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 1482 |
|
2019
Q4 | $32K | Hold |
1,000
| – | – | ﹤0.01% | 1469 |
|
2019
Q3 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 1302 |
|
2019
Q2 | $43K | Hold |
1,000
| – | – | ﹤0.01% | 1264 |
|
2019
Q1 | $37K | Hold |
1,000
| – | – | ﹤0.01% | 1283 |
|
2018
Q4 | $29K | Hold |
1,000
| – | – | ﹤0.01% | 1338 |
|
2018
Q3 | $41K | Hold |
1,000
| – | – | ﹤0.01% | 1261 |
|
2018
Q2 | $48K | Hold |
1,000
| – | – | ﹤0.01% | 1063 |
|
2018
Q1 | $43K | Hold |
1,000
| – | – | ﹤0.01% | 1050 |
|
2017
Q4 | $45K | Hold |
1,000
| – | – | ﹤0.01% | 1040 |
|
2017
Q3 | $48K | Hold |
1,000
| – | – | ﹤0.01% | 961 |
|
2017
Q2 | $56K | Hold |
1,000
| – | – | 0.01% | 876 |
|
2017
Q1 | $59K | Sell |
1,000
-56
| -5% | -$3.3K | 0.01% | 824 |
|
2016
Q4 | $56K | Hold |
1,056
| – | – | 0.01% | 796 |
|
2016
Q3 | $47K | Buy |
1,056
+56
| +6% | +$2.49K | 0.01% | 832 |
|
2016
Q2 | $46K | Hold |
1,000
| – | – | 0.01% | 832 |
|
2016
Q1 | $43K | Buy |
+1,000
| New | +$43K | 0.01% | 837 |
|