Montag & Associates’s Tidewater TDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Sell |
15,528
-26,809
| -63% | -$1.24M | 0.03% | 273 |
|
|
2025
Q1 | $1.79M | Sell |
42,337
-109,497
| -72% | -$4.63M | 0.09% | 177 |
|
|
2024
Q4 | $8.31M | Sell |
151,834
-62,141
| -29% | -$3.4M | 0.39% | 61 |
|
|
2024
Q3 | $15.4M | Sell |
213,975
-16,174
| -7% | -$1.16M | 0.73% | 33 |
|
|
2024
Q2 | $21.9M | Sell |
230,149
-3,001
| -1% | -$286K | 1.11% | 16 |
|
|
2024
Q1 | $21.4M | Sell |
233,150
-10,186
| -4% | -$937K | 1.07% | 19 |
|
|
2023
Q4 | $17.5M | Buy |
243,336
+28,223
| +13% | +$2.04M | 0.98% | 24 |
|
|
2023
Q3 | $15.3M | Buy |
215,113
+148,533
| +223% | +$10.6M | 0.97% | 22 |
|
|
2023
Q2 | $3.69M | Buy |
66,580
+36,430
| +121% | +$2.02M | 0.23% | 104 |
|
|
2023
Q1 | $1.33M | Buy |
+30,150
| New | +$1.33M | 0.09% | 176 |
|
|
2014
Q3 | – | Sell |
-1,418
| Closed | -$2.57M | – | 245 |
|
|
2014
Q2 | $2.57M | Buy |
+1,418
| New | +$2.57M | 0.42% | 78 |
|