Montag & Associates’s Post Holdings POST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-124
| Closed | -$14.4K | – | 1005 |
|
|
2025
Q1 | $14.4K | Hold |
124
| – | – | ﹤0.01% | 749 |
|
|
2024
Q4 | $14.2K | Hold |
124
| – | – | ﹤0.01% | 745 |
|
|
2024
Q3 | $14.4K | Hold |
124
| – | – | ﹤0.01% | 765 |
|
|
2024
Q2 | $12.9K | Hold |
124
| – | – | ﹤0.01% | 749 |
|
|
2024
Q1 | $13.2K | Buy |
124
+38
| +44% | +$4.04K | ﹤0.01% | 738 |
|
|
2023
Q4 | $7.57K | Hold |
86
| – | – | ﹤0.01% | 790 |
|
|
2023
Q3 | $7.37K | Hold |
86
| – | – | ﹤0.01% | 772 |
|
|
2023
Q2 | $7.45K | Hold |
86
| – | – | ﹤0.01% | 779 |
|
|
2023
Q1 | $7.73K | Buy |
+86
| New | +$7.73K | ﹤0.01% | 769 |
|
|
2021
Q3 | – | Sell |
-153
| Closed | -$11K | – | 889 |
|
|
2021
Q2 | $11K | Hold |
153
| – | – | ﹤0.01% | 722 |
|
|
2021
Q1 | $11K | Hold |
153
| – | – | ﹤0.01% | 722 |
|
|
2020
Q4 | $10K | Buy |
+153
| New | +$10K | ﹤0.01% | 706 |
|