Montag & Associates’s Cracker Barrel CBRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $13.1K | Sell |
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|
2024
Q3 | $20.3K | Sell |
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|
2024
Q2 | $24.3K | Hold |
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|
2024
Q1 | $42K | Sell |
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|
2023
Q4 | $61.8K | Sell |
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|
2023
Q3 | $138K | Sell |
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|
2023
Q2 | $471K | Hold |
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|
2023
Q1 | $574K | Sell |
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|
2022
Q4 | $498K | Sell |
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|
2022
Q3 | $619K | Sell |
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|
2022
Q2 | $787K | Sell |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $2.24M | Sell |
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|
2021
Q3 | $4.17M | Sell |
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|
2021
Q2 | $4.8M | Sell |
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|
2021
Q1 | $10M | Sell |
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|
2020
Q4 | $8.64M | Buy |
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|
2020
Q3 | $5.69M | Buy |
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