Zhang Financial’s Apogee Enterprises APOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Hold |
9,143
| – | – | 0.02% | 222 |
|
|
2025
Q1 | $424K | Hold |
9,143
| – | – | 0.02% | 216 |
|
|
2024
Q4 | $653K | Hold |
9,143
| – | – | 0.04% | 183 |
|
|
2024
Q3 | $640K | Hold |
9,143
| – | – | 0.04% | 178 |
|
|
2024
Q2 | $574K | Hold |
9,143
| – | – | 0.04% | 173 |
|
|
2024
Q1 | $541K | Buy |
9,143
+143
| +2% | +$8.47K | 0.04% | 182 |
|
|
2023
Q4 | $481K | Hold |
9,000
| – | – | 0.04% | 183 |
|
|
2023
Q3 | $424K | Hold |
9,000
| – | – | 0.04% | 178 |
|
|
2023
Q2 | $427K | Hold |
9,000
| – | – | 0.04% | 171 |
|
|
2023
Q1 | $389K | Hold |
9,000
| – | – | 0.04% | 171 |
|
|
2022
Q4 | $400K | Hold |
9,000
| – | – | 0.05% | 161 |
|
|
2022
Q3 | $344K | Hold |
9,000
| – | – | 0.05% | 163 |
|
|
2022
Q2 | $353K | Hold |
9,000
| – | – | 0.06% | 161 |
|
|
2022
Q1 | $427K | Hold |
9,000
| – | – | 0.07% | 149 |
|
|
2021
Q4 | $433K | Buy |
+9,000
| New | +$433K | 0.08% | 132 |
|