LPL Financial’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
Q4
$311K Buy
2024
Q3
Sell
2024
Q2
$284K Sell
2024
Q1
$293K Sell
2023
Q4
$262K Sell
2023
Q3
$265K Sell
2023
Q2
$624K Sell
2023
Q1
$555K Sell
2022
Q4
$793K Sell
2022
Q3
$780K Buy
2022
Q2
$702K Sell
2022
Q1
$1.12M Buy
2021
Q4
$1.09M Buy
2021
Q3
$798K Sell
2021
Q2
$797K Buy