Kozak & Associates’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 | $237K | Hold |
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|
2025
Q1 | $142K | Hold |
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|
2024
Q4 | $192K | Hold |
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|
2024
Q3 | $265K | Hold |
|
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|
2024
Q2 | $401K | Hold |
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|
2024
Q1 | $475K | Sell |
|
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|
2023
Q4 | $306K | Hold |
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|
2023
Q3 | $303K | Hold |
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|
2023
Q2 | $475K | Hold |
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|
2023
Q1 | $392K | Hold |
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|
2022
Q4 | $488K | Hold |
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|
2022
Q3 | $404K | Hold |
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|
2022
Q2 | $371K | Hold |
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|
2022
Q1 | $574K | Hold |
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|
2021
Q4 | $574K | Hold |
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|
2021
Q3 | $842K | Buy |
|