Heritage Financial Services’s Montana Technologies Corp AIRJ Stock Holding History

Heritage Financial Services’s Portfolio AIRJ Stock Details AIRJ Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$58K	Hold
2025 Q2	$57.3K	Hold
2025 Q1	$57K	Hold
2024 Q4	$98.6K	Buy