MGWM
Marks Group Wealth Management’s Apogee Enterprises APOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$62.8K | 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 | +$415K | 0.06% | 215 |
|