Montag & Associates’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.58K | Buy |
|
|||||
|
2025
Q2 | $3.58K | Hold |
|
|||||
|
2025
Q1 | $3.64K | Hold |
|
|||||
|
2024
Q4 | $3.84K | Hold |
|
|||||
|
2024
Q3 | $3.68K | Hold |
|
|||||
|
2024
Q2 | $3.27K | Hold |
|
|||||
|
2024
Q1 | $3.64K | Hold |
|
|||||
|
2023
Q4 | $3.82K | Hold |
|
|||||
|
2023
Q3 | $3.5K | Hold |
|
|||||
|
2023
Q2 | $3.21K | Sell |
|
|||||
|
2023
Q1 | $3.74K | Hold |
|
|||||
|
2022
Q4 | $3.61K | Buy |
|