Moneta Group Investment Advisors’s Traeger COOK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$196K Hold
2025
Q3
$222K Hold
2025
Q2
$311K Buy
2025
Q1
$234K Sell
2024
Q4
$351K Buy
2024
Q3
$532K Buy
2024
Q2
$292K Buy
2024
Q1
$259K Hold
2023
Q4
$280K Buy
2023
Q3
$206K Sell
2023
Q2
$419K Hold
2023
Q1
$405K Buy
2022
Q4
$278K Sell
2022
Q3
$295K Buy
2022
Q2
$324K Buy