Montag & Associates’s Open Text OTEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.15K	Hold	279	–	–	﹤0.01%	756
2025 Q1	$7.05K	Buy	279 +55	+25%	+$1.39K	﹤0.01%	822
2024 Q4	$6.34K	Hold	224	–	–	﹤0.01%	823
2024 Q3	$7.46K	Buy	224 +38	+20%	+$1.27K	﹤0.01%	833
2024 Q2	$5.59K	Buy	+186	New	+$5.59K	﹤0.01%	818