Charles Schwab’s Montrose Environmental MEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Buy |
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|
2025
Q1 | $3.7M | Sell |
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|
2024
Q4 | $4.93M | Buy |
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|
2024
Q3 | $6.94M | Buy |
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|
2024
Q2 | $11.5M | Buy |
|
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|
2024
Q1 | $8.6M | Buy |
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|
2023
Q4 | $6.96M | Buy |
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|
2023
Q3 | $6.26M | Buy |
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|
2023
Q2 | $8.71M | Buy |
|
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|
2023
Q1 | $7.25M | Sell |
|
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|
2022
Q4 | $9.04M | Buy |
|
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|
2022
Q3 | $6.67M | Buy |
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|
2022
Q2 | $2.39M | Buy |
|
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|
2022
Q1 | $3.65M | Buy |
|
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|
2021
Q4 | $4.75M | Buy |
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|
2021
Q3 | $3.6M | Buy |
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|
2021
Q2 | $2.83M | Buy |
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|
2021
Q1 | $2.56M | Buy |
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|
2020
Q4 | $847K | Buy |
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|
2020
Q3 | $598K | Buy |
|