Atticus Wealth Management’s Montrose Environmental MEG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.19K | Hold |
100
| – | – | ﹤0.01% | 561 |
|
2025
Q1 | $1.43K | Hold |
100
| – | – | ﹤0.01% | 460 |
|
2024
Q4 | $1.86K | Hold |
100
| – | – | ﹤0.01% | 471 |
|
2024
Q3 | $2.63K | Sell |
100
-1,100
| -92% | -$28.9K | ﹤0.01% | 455 |
|
2024
Q2 | $53.5K | Hold |
1,200
| – | – | 0.02% | 228 |
|
2024
Q1 | $47K | Hold |
1,200
| – | – | 0.02% | 246 |
|
2023
Q4 | $38.6K | Buy |
1,200
+200
| +20% | +$6.43K | 0.01% | 268 |
|
2023
Q3 | $29.3K | Hold |
1,000
| – | – | 0.01% | 301 |
|
2023
Q2 | $42.1K | Hold |
1,000
| – | – | 0.02% | 276 |
|
2023
Q1 | $35.7K | Hold |
1,000
| – | – | 0.01% | 279 |
|
2022
Q4 | $44.4K | Hold |
1,000
| – | – | 0.02% | 263 |
|
2022
Q3 | $34K | Hold |
1,000
| – | – | 0.02% | 269 |
|
2022
Q2 | $34K | Hold |
1,000
| – | – | 0.01% | 292 |
|
2022
Q1 | $53K | Buy |
1,000
+300
| +43% | +$15.9K | 0.02% | 243 |
|
2021
Q4 | $49K | Hold |
700
| – | – | 0.02% | 228 |
|
2021
Q3 | $43K | Buy |
+700
| New | +$43K | 0.02% | 251 |
|