Montag & Associates’s Solventum SOLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$122K Sell
1,604
-104
-6% -$7.89K 0.01% 451
2025
Q1
$130K Sell
1,708
-25
-1% -$1.9K 0.01% 464
2024
Q4
$114K Sell
1,733
-19
-1% -$1.26K 0.01% 482
2024
Q3
$122K Sell
1,752
-53
-3% -$3.7K 0.01% 482
2024
Q2
$95.4K Buy
+1,805
New +$95.4K ﹤0.01% 495