Montag & Associates’s Boston Scientific BSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
17,795
+14,509
| +442% | +$1.56M | 0.09% | 170 |
|
|
2025
Q1 | $331K | Buy |
3,286
+786
| +31% | +$79.3K | 0.02% | 350 |
|
|
2024
Q4 | $223K | Sell |
2,500
-13,300
| -84% | -$1.19M | 0.01% | 411 |
|
|
2024
Q3 | $1.32M | Sell |
15,800
-500
| -3% | -$41.9K | 0.06% | 220 |
|
|
2024
Q2 | $1.26M | Buy |
16,300
+1,713
| +12% | +$132K | 0.06% | 207 |
|
|
2024
Q1 | $999K | Hold |
14,587
| – | – | 0.05% | 245 |
|
|
2023
Q4 | $843K | Buy |
14,587
+11,787
| +421% | +$681K | 0.05% | 246 |
|
|
2023
Q3 | $148K | Buy |
2,800
+88
| +3% | +$4.65K | 0.01% | 422 |
|
|
2023
Q2 | $147K | Hold |
2,712
| – | – | 0.01% | 428 |
|
|
2023
Q1 | $136K | Hold |
2,712
| – | – | 0.01% | 430 |
|
|
2022
Q4 | $125K | Buy |
2,712
+212
| +8% | +$9.81K | 0.01% | 428 |
|
|
2022
Q3 | $97K | Hold |
2,500
| – | – | 0.01% | 441 |
|
|
2022
Q2 | $93K | Hold |
2,500
| – | – | 0.01% | 445 |
|
|
2022
Q1 | $111K | Hold |
2,500
| – | – | 0.01% | 452 |
|
|
2021
Q4 | $106K | Hold |
2,500
| – | – | 0.01% | 467 |
|
|
2021
Q3 | $108K | Hold |
2,500
| – | – | 0.01% | 461 |
|
|
2021
Q2 | $107K | Hold |
2,500
| – | – | 0.01% | 462 |
|
|
2021
Q1 | $97K | Hold |
2,500
| – | – | 0.01% | 474 |
|
|
2020
Q4 | $90K | Buy |
+2,500
| New | +$90K | 0.01% | 465 |
|
|
2020
Q1 | – | Sell |
-4,875
| Closed | -$220K | – | 288 |
|
|
2019
Q4 | $220K | Sell |
4,875
-125
| -3% | -$5.64K | 0.02% | 284 |
|
|
2019
Q3 | $203K | Hold |
5,000
| – | – | 0.02% | 292 |
|
|
2019
Q2 | $215K | Sell |
5,000
-1,500
| -23% | -$64.5K | 0.02% | 290 |
|
|
2019
Q1 | $249K | Sell |
6,500
-9,000
| -58% | -$345K | 0.02% | 274 |
|
|
2018
Q4 | $548K | Sell |
15,500
-26,377
| -63% | -$933K | 0.06% | 195 |
|
|
2018
Q3 | $1.61M | Hold |
41,877
| – | – | 0.14% | 137 |
|
|
2018
Q2 | $1.37M | Buy |
+41,877
| New | +$1.37M | 0.14% | 143 |
|