MA
CS

Montag & Associates’s Credit Suisse Group CS Stock Holding History

Montag & Associates’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
2022
Q4 		$5.87K Buy
2018
Q3 		– Sell
2018
Q2 		$156K Hold
2018
Q1 		$176K Buy
2016
Q1 		– Sell
2015
Q4 		$4.2M Sell
2015
Q3 		$5.4M Buy
2015
Q2 		$3.56M Buy