Creative Planning’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 | $1.08M | Buy |
49,481
+1,891
| +4% | +$41.4K | ﹤0.01% | 1783 |
|
|
2025
Q1 | $679K | Buy |
47,590
+504
| +1% | +$7.19K | ﹤0.01% | 2024 |
|
|
2024
Q4 | $873K | Buy |
47,086
+648
| +1% | +$12K | ﹤0.01% | 1738 |
|
|
2024
Q3 | $1.22M | Sell |
46,438
-378
| -0.8% | -$9.94K | ﹤0.01% | 1367 |
|
|
2024
Q2 | $2.09M | Sell |
46,816
-3,948
| -8% | -$176K | ﹤0.01% | 958 |
|
|
2024
Q1 | $1.99M | Buy |
50,764
+576
| +1% | +$22.6K | ﹤0.01% | 953 |
|
|
2023
Q4 | $1.61M | Sell |
50,188
-201
| -0.4% | -$6.46K | ﹤0.01% | 1000 |
|
|
2023
Q3 | $1.47M | Sell |
50,389
-2,535
| -5% | -$74.2K | ﹤0.01% | 987 |
|
|
2023
Q2 | $2.23M | Buy |
52,924
+815
| +2% | +$34.3K | ﹤0.01% | 767 |
|
|
2023
Q1 | $1.86M | Sell |
52,109
-7,086
| -12% | -$253K | ﹤0.01% | 800 |
|
|
2022
Q4 | $2.63M | Sell |
59,195
-9,946
| -14% | -$442K | ﹤0.01% | 663 |
|
|
2022
Q3 | $2.33M | Sell |
69,141
-160
| -0.2% | -$5.39K | ﹤0.01% | 647 |
|
|
2022
Q2 | $2.34M | Buy |
69,301
+51
| +0.1% | +$1.72K | ﹤0.01% | 663 |
|
|
2022
Q1 | $3.67M | Hold |
69,250
| – | – | 0.01% | 528 |
|
|
2021
Q4 | $4.88M | Hold |
69,250
| – | – | 0.01% | 425 |
|
|
2021
Q3 | $4.28M | Sell |
69,250
-1,000
| -1% | -$61.7K | 0.01% | 454 |
|
|
2021
Q2 | $3.77M | Hold |
70,250
| – | – | 0.01% | 482 |
|
|
2021
Q1 | $3.53M | Buy |
+70,250
| New | +$3.53M | 0.01% | 503 |
|