MGIA
Moneta Group Investment Advisors’s Traeger COOK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
181,913
+42,476
| +30% | +$72.6K | ﹤0.01% | 554 |
|
|
2025
Q1 | $234K | Sell |
139,437
-7,300
| -5% | -$12.3K | ﹤0.01% | 586 |
|
|
2024
Q4 | $351K | Buy |
146,737
+2,300
| +2% | +$5.5K | ﹤0.01% | 500 |
|
|
2024
Q3 | $532K | Buy |
144,437
+22,644
| +19% | +$83.3K | 0.01% | 393 |
|
|
2024
Q2 | $292K | Buy |
121,793
+19,357
| +19% | +$46.5K | ﹤0.01% | 490 |
|
|
2024
Q1 | $259K | Hold |
102,436
| – | – | ﹤0.01% | 524 |
|
|
2023
Q4 | $280K | Buy |
102,436
+26,889
| +36% | +$73.4K | 0.01% | 459 |
|
|
2023
Q3 | $206K | Sell |
75,547
-23,077
| -23% | -$63K | ﹤0.01% | 488 |
|
|
2023
Q2 | $419K | Hold |
98,624
| – | – | 0.01% | 359 |
|
|
2023
Q1 | $405K | Buy |
98,624
+22,007
| +29% | +$90.4K | 0.01% | 353 |
|
|
2022
Q4 | $278K | Sell |
76,617
-27,993
| -27% | -$102K | 0.01% | 385 |
|
|
2022
Q3 | $295K | Buy |
104,610
+28,375
| +37% | +$80K | 0.01% | 353 |
|
|
2022
Q2 | $324K | Buy |
+76,235
| New | +$324K | 0.01% | 371 |
|