Zurich Cantonal Bank’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 | $296K | Buy |
8,840
+1,015
| +13% | +$37.6K | ﹤0.01% | 2104 |
|
|
2025
Q4 | $285K | Hold |
7,825
| – | – | ﹤0.01% | 2088 |
|
|
2025
Q3 | $341K | Buy |
7,825
+1,665
| +27% | +$71.5K | ﹤0.01% | 1935 |
|
|
2025
Q2 | $250K | Sell |
6,160
-4
| -0.1% | -$165 | ﹤0.01% | 2026 |
|
|
2025
Q1 | $286K | Sell |
6,164
-1,208
| -16% | -$61.7K | ﹤0.01% | 1915 |
|
|
2024
Q4 | $526K | Buy |
7,372
+2,420
| +49% | +$190K | ﹤0.01% | 1594 |
|
|
2024
Q3 | $347K | Hold |
4,952
| – | – | ﹤0.01% | 1787 |
|
|
2024
Q2 | $311K | Buy |
4,952
+426
| +9% | +$26.5K | ﹤0.01% | 1806 |
|
|
2024
Q1 | $268K | Sell |
4,526
-1,947
| -30% | -$108K | ﹤0.01% | 1886 |
|
|
2023
Q4 | $346K | Buy |
6,473
+2,382
| +58% | +$111K | ﹤0.01% | 1752 |
|
|
2023
Q3 | $193K | Hold |
4,091
| – | – | ﹤0.01% | 1994 |
|
|
2023
Q2 | $194K | Hold |
4,091
| – | – | ﹤0.01% | 1943 |
|
|
2023
Q1 | $177K | Hold |
4,091
| – | – | ﹤0.01% | 1950 |
|
|
2022
Q4 | $182K | Buy |
4,091
+1,020
| +33% | +$46K | ﹤0.01% | 1871 |
|
|
2022
Q3 | $117K | Hold |
3,071
| – | – | ﹤0.01% | 2091 |
|
|
2022
Q2 | $120K | Buy |
3,071
+63
| +2% | +$2.7K | ﹤0.01% | 2117 |
|
|
2022
Q1 | $143K | Sell |
3,008
-64
| -2% | -$2.98K | ﹤0.01% | 2098 |
|
|
2021
Q4 | $148K | Buy |
3,072
+679
| +28% | +$29.7K | ﹤0.01% | 2278 |
|
|
2021
Q3 | $90K | Hold |
2,393
| – | – | ﹤0.01% | 2393 |
|
|
2021
Q2 | $97K | Hold |
2,393
| – | – | ﹤0.01% | 2234 |
|
|
2021
Q1 | $98K | Sell |
2,393
-3,226
| -57% | -$122K | ﹤0.01% | 2163 |
|
|
2020
Q4 | $178K | Hold |
5,619
| – | – | ﹤0.01% | 1922 |
|
|
2020
Q3 | $120K | Hold |
5,619
| – | – | ﹤0.01% | 1904 |
|
|
2020
Q2 | $129K | Buy |
5,619
+2,636
| +88% | +$53.9K | ﹤0.01% | 1805 |
|
|
2020
Q1 | $62K | Buy |
2,983
+444
| +17% | +$13K | ﹤0.01% | 1845 |
|
|
2019
Q4 | $83K | Buy |
2,539
+1,000
| +65% | +$37.2K | ﹤0.01% | 1830 |
|
|
2019
Q3 | $60K | Hold |
1,539
| – | – | ﹤0.01% | 1898 |
|
|
2019
Q2 | $67K | Sell |
1,539
-3
| -0.2% | -$117 | ﹤0.01% | 1874 |
|
|
2019
Q1 | $58K | Sell |
1,542
-453
| -23% | -$15.7K | ﹤0.01% | 1907 |
|
|
2018
Q4 | $60K | Hold |
1,995
| – | – | ﹤0.01% | 1918 |
|
|
2018
Q3 | $82K | Hold |
1,995
| – | – | ﹤0.01% | 1834 |
|
|
2018
Q2 | $96K | Sell |
1,995
-1,689
| -46% | -$72.6K | ﹤0.01% | 1667 |
|
|
2018
Q1 | $160K | Sell |
3,684
-708
| -16% | -$31.6K | ﹤0.01% | 1318 |
|
|
2017
Q4 | $201K | Buy |
4,392
+490
| +13% | +$23.4K | ﹤0.01% | 1184 |
|
|
2017
Q3 | $188K | Sell |
3,902
-7,554
| -66% | -$371K | ﹤0.01% | 1046 |
|
|
2017
Q2 | $651K | Sell |
11,456
-2,214
| -16% | -$121K | 0.01% | 834 |
|
|
2017
Q1 | $815K | Hold |
13,670
| – | – | 0.01% | 815 |
|
|
2016
Q4 | $732K | Buy |
13,670
+11,914
| +678% | +$552K | 0.01% | 829 |
|
|
2016
Q3 | $78K | Buy |
1,756
+128
| +8% | +$5.97K | ﹤0.01% | 1409 |
|
|
2016
Q2 | $75K | Buy |
1,628
+237
| +17% | +$10.3K | ﹤0.01% | 1301 |
|
|
2016
Q1 | $61K | Hold |
1,391
| – | – | ﹤0.01% | 1349 |
|
|
2015
Q4 | $61K | Buy |
1,391
+1,091
| +364% | +$52.7K | ﹤0.01% | 1338 |
|
|
2015
Q3 | $13K | Buy |
300
+174
| +138% | +$9.11K | ﹤0.01% | 1716 |
|
|
2015
Q2 | $7K | Hold |
126
| – | – | ﹤0.01% | 1595 |
|
|
2015
Q1 | $5K | Sell |
126
-3,874
| -97% | -$170K | ﹤0.01% | 1857 |
|
|
2014
Q4 | $169K | Buy |
+4,000
| New | +$171K | 0.01% | 794 |
|
|
2014
Q3 | – | Sell |
-7,000
| Closed | -$244K | – | 965 |
|
|
2014
Q2 | $244K | Hold |
7,000
| – | – | 0.01% | 822 |
|
|
2014
Q1 | $233K | Sell |
7,000
-3,000
| -30% | -$102K | 0.01% | 811 |
|
|
2013
Q4 | $359K | Hold |
10,000
| – | – | 0.01% | 716 |
|
|
2013
Q3 | $297K | Hold |
10,000
| – | – | 0.01% | 742 |
|
|
2013
Q2 | $240K | Buy |
+10,000
| New | +$260K | 0.01% | 761 |
|
Other funds holding APOG
VPM
VCM
SBH
