Montag & Associates’s RH RH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,338	Closed	-$1.02M	–	1010
2025 Q1	$1.02M	Buy	+4,338	New	+$1.02M	0.05%	237
2023 Q1	–	Sell	-346	Closed	-$92.4K	–	950
2022 Q4	$92.4K	Buy	+346	New	+$92.4K	0.01%	458