Montag & Associates’s Crane Co CR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
5,815
-1,175
| -17% | -$223K | 0.05% | 225 |
|
|
2025
Q1 | $1.07M | Hold |
6,990
| – | – | 0.05% | 231 |
|
|
2024
Q4 | $1.06M | Sell |
6,990
-3
| -0% | -$455 | 0.05% | 239 |
|
|
2024
Q3 | $1.11M | Hold |
6,993
| – | – | 0.05% | 239 |
|
|
2024
Q2 | $1.01M | Hold |
6,993
| – | – | 0.05% | 227 |
|
|
2024
Q1 | $945K | Buy |
6,993
+18
| +0.3% | +$2.43K | 0.05% | 253 |
|
|
2023
Q4 | $824K | Hold |
6,975
| – | – | 0.05% | 251 |
|
|
2023
Q3 | $620K | Hold |
6,975
| – | – | 0.04% | 264 |
|
|
2023
Q2 | $622K | Hold |
6,975
| – | – | 0.04% | 263 |
|
|
2023
Q1 | $792K | Buy |
+6,975
| New | +$792K | 0.05% | 240 |
|