Montag & Associates’s Gartner IT Stock Holding History

Montag & Associates’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$20.2K	Hold
2025 Q1	$21K	Hold
2024 Q4	$24.2K	Hold
2024 Q3	$25.3K	Buy