Montag & Associates’s Open Text OTEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.15K	Hold
2025 Q1	$7.05K	Buy
2024 Q4	$6.34K	Hold
2024 Q3	$7.46K	Buy
2024 Q2	$5.59K	Buy