Montag & Associates’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
565
-27
| -5% | -$13.2K | 0.01% | 367 |
|
|
2025
Q1 | $188K | Hold |
592
| – | – | 0.01% | 422 |
|
|
2024
Q4 | $210K | Hold |
592
| – | – | 0.01% | 415 |
|
|
2024
Q3 | $195K | Buy |
592
+154
| +35% | +$50.7K | 0.01% | 428 |
|
|
2024
Q2 | $119K | Hold |
438
| – | – | 0.01% | 474 |
|
|
2024
Q1 | $112K | Buy |
438
+35
| +9% | +$8.97K | 0.01% | 476 |
|
|
2023
Q4 | $89.8K | Buy |
403
+251
| +165% | +$55.9K | 0.01% | 483 |
|
|
2023
Q3 | $29.8K | Buy |
152
+61
| +67% | +$11.9K | ﹤0.01% | 614 |
|
|
2023
Q2 | $16.7K | Hold |
91
| – | – | ﹤0.01% | 683 |
|
|
2023
Q1 | $16.1K | Hold |
91
| – | – | ﹤0.01% | 684 |
|
|
2022
Q4 | $15.2K | Hold |
91
| – | – | ﹤0.01% | 688 |
|
|
2022
Q3 | $13K | Buy |
+91
| New | +$13K | ﹤0.01% | 699 |
|