Montag & Associates’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Hold |
5,888
| – | – | 0.01% | 371 |
|
|
2025
Q1 | $261K | Hold |
5,888
| – | – | 0.01% | 385 |
|
|
2024
Q4 | $250K | Hold |
5,888
| – | – | 0.01% | 397 |
|
|
2024
Q3 | $239K | Buy |
5,888
+538
| +10% | +$21.8K | 0.01% | 402 |
|
|
2024
Q2 | $190K | Hold |
5,350
| – | – | 0.01% | 414 |
|
|
2024
Q1 | $194K | Hold |
5,350
| – | – | 0.01% | 418 |
|
|
2023
Q4 | $193K | Hold |
5,350
| – | – | 0.01% | 403 |
|
|
2023
Q3 | $179K | Hold |
5,350
| – | – | 0.01% | 396 |
|
|
2023
Q2 | $199K | Hold |
5,350
| – | – | 0.01% | 394 |
|
|
2023
Q1 | $204K | Hold |
5,350
| – | – | 0.01% | 380 |
|
|
2022
Q4 | $209K | Hold |
5,350
| – | – | 0.01% | 360 |
|
|
2022
Q3 | $198K | Buy |
5,350
+42
| +0.8% | +$1.55K | 0.01% | 354 |
|
|
2022
Q2 | $224K | Buy |
5,308
+558
| +12% | +$23.5K | 0.01% | 348 |
|
|
2022
Q1 | $219K | Hold |
4,750
| – | – | 0.01% | 379 |
|
|
2021
Q4 | $186K | Hold |
4,750
| – | – | 0.01% | 394 |
|
|
2021
Q3 | $189K | Hold |
4,750
| – | – | 0.01% | 388 |
|
|
2021
Q2 | $190K | Sell |
4,750
-268
| -5% | -$10.7K | 0.01% | 394 |
|
|
2021
Q1 | $183K | Hold |
5,018
| – | – | 0.01% | 398 |
|
|
2020
Q4 | $161K | Buy |
+5,018
| New | +$161K | 0.01% | 388 |
|