Montag & Associates’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23,925
| Closed | -$34K | – | 1051 |
|
|
2024
Q3 | $34K | Hold |
23,925
| – | – | ﹤0.01% | 663 |
|
|
2024
Q2 | $32.3K | Hold |
23,925
| – | – | ﹤0.01% | 654 |
|
|
2024
Q1 | $18.4K | Hold |
23,925
| – | – | ﹤0.01% | 706 |
|
|
2023
Q4 | $25.8K | Hold |
23,925
| – | – | ﹤0.01% | 669 |
|
|
2023
Q3 | $22.5K | Hold |
23,925
| – | – | ﹤0.01% | 657 |
|
|
2023
Q2 | $41.9K | Hold |
23,925
| – | – | ﹤0.01% | 594 |
|
|
2023
Q1 | $34K | Hold |
23,925
| – | – | ﹤0.01% | 611 |
|
|
2022
Q4 | $38.3K | Hold |
23,925
| – | – | ﹤0.01% | 589 |
|
|
2022
Q3 | $45K | Hold |
23,925
| – | – | ﹤0.01% | 555 |
|
|
2022
Q2 | $38K | Hold |
23,925
| – | – | ﹤0.01% | 569 |
|
|
2022
Q1 | $59K | Buy |
+23,925
| New | +$78.6K | ﹤0.01% | 536 |
|