Montag & Associates’s Enbridge ENB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$304K Buy
2025
Q2
$267K Hold
2025
Q1
$261K Hold
2024
Q4
$250K Hold
2024
Q3
$239K Buy
2024
Q2
$190K Hold
2024
Q1
$194K Hold
2023
Q4
$193K Hold
2023
Q3
$179K Hold
2023
Q2
$199K Hold
2023
Q1
$204K Hold
2022
Q4
$209K Hold
2022
Q3
$198K Buy
2022
Q2
$224K Buy
2022
Q1
$219K Hold
2021
Q4
$186K Hold
2021
Q3
$189K Hold
2021
Q2
$190K Sell
2021
Q1
$183K Hold
2020
Q4
$161K Buy