Montag & Associates’s MasterBrand MBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.6K Hold
329
﹤0.01% 816
2025
Q1
$4.3K Sell
329
-200
-38% -$2.61K ﹤0.01% 854
2024
Q4
$7.73K Hold
529
﹤0.01% 806
2024
Q3
$9.81K Sell
529
-529
-50% -$9.81K ﹤0.01% 810
2024
Q2
$15.5K Hold
1,058
﹤0.01% 732
2024
Q1
$19.8K Hold
1,058
﹤0.01% 694
2023
Q4
$15.7K Hold
1,058
﹤0.01% 716
2023
Q3
$12.9K Hold
1,058
﹤0.01% 705
2023
Q2
$12.3K Hold
1,058
﹤0.01% 719
2023
Q1
$8.51K Hold
1,058
﹤0.01% 752
2022
Q4
$7.99K Buy
+1,058
New +$7.99K ﹤0.01% 760