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