Montag & Associates’s Curtiss-Wright CW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$276K Sell
2025
Q1
$188K Hold
2024
Q4
$210K Hold
2024
Q3
$195K Buy
2024
Q2
$119K Hold
2024
Q1
$112K Buy
2023
Q4
$89.8K Buy
2023
Q3
$29.8K Buy
2023
Q2
$16.7K Hold
2023
Q1
$16.1K Hold
2022
Q4
$15.2K Hold
2022
Q3
$13K Buy