Montag & Associates’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1K | Hold |
200
| – | – | ﹤0.01% | 741 |
|
|
2025
Q1 | $11.9K | Hold |
200
| – | – | ﹤0.01% | 773 |
|
|
2024
Q4 | $14.3K | Hold |
200
| – | – | ﹤0.01% | 744 |
|
|
2024
Q3 | $17.4K | Hold |
200
| – | – | ﹤0.01% | 747 |
|
|
2024
Q2 | $18.9K | Hold |
200
| – | – | ﹤0.01% | 710 |
|
|
2024
Q1 | $19.5K | Hold |
200
| – | – | ﹤0.01% | 696 |
|
|
2023
Q4 | $16.9K | Hold |
200
| – | – | ﹤0.01% | 708 |
|
|
2023
Q3 | $16.3K | Hold |
200
| – | – | ﹤0.01% | 685 |
|
|
2023
Q2 | $17.4K | Hold |
200
| – | – | ﹤0.01% | 678 |
|
|
2023
Q1 | $20.5K | Hold |
200
| – | – | ﹤0.01% | 657 |
|
|
2022
Q4 | $21.5K | Hold |
200
| – | – | ﹤0.01% | 653 |
|
|
2022
Q3 | $19K | Hold |
200
| – | – | ﹤0.01% | 665 |
|
|
2022
Q2 | $21K | Hold |
200
| – | – | ﹤0.01% | 633 |
|
|
2022
Q1 | $20K | Hold |
200
| – | – | ﹤0.01% | 665 |
|
|
2021
Q4 | $22K | Hold |
200
| – | – | ﹤0.01% | 662 |
|
|
2021
Q3 | $18K | Hold |
200
| – | – | ﹤0.01% | 676 |
|
|
2021
Q2 | $18K | Hold |
200
| – | – | ﹤0.01% | 665 |
|
|
2021
Q1 | $18K | Hold |
200
| – | – | ﹤0.01% | 669 |
|
|
2020
Q4 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 658 |
|