MWM
Moran Wealth Management’s Apogee Enterprises APOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Sell |
90,381
-5,036
| -5% | -$204K | 0.11% | 225 |
|
|
2025
Q1 | $4.42M | Sell |
95,417
-964
| -1% | -$44.7K | 0.15% | 194 |
|
|
2024
Q4 | $6.88M | Sell |
96,381
-1,986
| -2% | -$142K | 0.22% | 135 |
|
|
2024
Q3 | $6.89M | Buy |
98,367
+304
| +0.3% | +$21.3K | 0.21% | 138 |
|
|
2024
Q2 | $6.16M | Buy |
98,063
+609
| +0.6% | +$38.3K | 0.2% | 147 |
|
|
2024
Q1 | $5.77M | Buy |
97,454
+1,223
| +1% | +$72.4K | 0.19% | 153 |
|
|
2023
Q4 | $5.14M | Buy |
96,231
+1,308
| +1% | +$69.9K | 0.18% | 159 |
|
|
2023
Q3 | $4.47M | Buy |
94,923
+616
| +0.7% | +$29K | 0.17% | 160 |
|
|
2023
Q2 | $4.48M | Sell |
94,307
-1,596
| -2% | -$75.8K | 0.17% | 168 |
|
|
2023
Q1 | $4.15M | Buy |
95,903
+7,981
| +9% | +$345K | 0.16% | 175 |
|
|
2022
Q4 | $3.91M | Buy |
+87,922
| New | +$3.91M | 0.15% | 174 |
|