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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$57.3K Hold
12,375
0.01% 124
2025
Q1
$57K Hold
12,375
0.01% 119
2024
Q4
$98.6K Buy
+12,375
New +$98.6K 0.01% 117