Montag & Associates’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.67M | Buy |
|
|||||
|
2025
Q2 | $5.59M | Sell |
|
|||||
|
2025
Q1 | $4.79M | Buy |
|
|||||
|
2024
Q4 | $4.84M | Buy |
|
|||||
|
2024
Q3 | $4.23M | Buy |
|
|||||
|
2024
Q2 | $2.05M | Buy |
|
|||||
|
2024
Q1 | $2.04M | Sell |
|
|||||
|
2023
Q4 | $1.91M | Buy |
|
|||||
|
2023
Q3 | $1.41M | Buy |
|
|||||
|
2023
Q2 | $1.3M | Buy |
|
|||||
|
2023
Q1 | $1.41M | Buy |
|
|||||
|
2022
Q4 | $1.52M | Hold |
|
|||||
|
2022
Q3 | $1.41M | Sell |
|
|||||
|
2022
Q2 | $1.65M | Hold |
|
|||||
|
2022
Q1 | $1.93M | Sell |
|
|||||
|
2021
Q4 | $2.89M | Buy |
|
|||||
|
2021
Q3 | $2.37M | Buy |
|
|||||
|
2021
Q2 | $2M | Buy |
|
|||||
|
2021
Q1 | $1.61M | Buy |
|
|||||
|
2020
Q4 | $675K | Buy |
|