Marks Group Wealth Management’s Apogee Enterprises APOG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$335K	Hold	10,000	–	–	0.03%	282
2025 Q4	$364K	Hold	10,000	–	–	0.03%	271
2025 Q3	$436K	Hold	10,000	–	–	0.04%	232
2025 Q2	$406K	Hold	10,000	–	–	0.04%	243
2025 Q1	$463K	Hold	10,000	–	–	0.04%	245
2024 Q4	$714K	Hold	10,000	–	–	0.07%	193
2024 Q3	$700K	Hold	10,000	–	–	0.07%	195
2024 Q2	$628K	Sell	10,000 -1,000	-9%	-$62.1K	0.07%	203
2024 Q1	$651K	Hold	11,000	–	–	0.07%	202
2023 Q4	$588K	Hold	11,000	–	–	0.07%	205
2023 Q3	$518K	Hold	11,000	–	–	0.06%	206
2023 Q2	$522K	Hold	11,000	–	–	0.06%	206
2023 Q1	$476K	Hold	11,000	–	–	0.06%	211
2022 Q4	$489K	Hold	11,000	–	–	0.07%	211
2022 Q3	$420K	Hold	11,000	–	–	0.06%	213
2022 Q2	$431K	Hold	11,000	–	–	0.06%	216
2022 Q1	$522K	Hold	11,000	–	–	0.07%	226
2021 Q4	$530K	Hold	11,000	–	–	0.06%	229
2021 Q3	$415K	Buy	+11,000	New	+$442K	0.06%	215