Montag & Associates’s Viking Therapeutics VKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Buy |
6,220
+358
| +6% | +$9.49K | 0.01% | 419 |
|
|
2025
Q1 | $142K | Sell |
5,862
-5,039
| -46% | -$122K | 0.01% | 447 |
|
|
2024
Q4 | $439K | Buy |
10,901
+807
| +8% | +$32.5K | 0.02% | 333 |
|
|
2024
Q3 | $639K | Buy |
10,094
+2,283
| +29% | +$145K | 0.03% | 298 |
|
|
2024
Q2 | $414K | Hold |
7,811
| – | – | 0.02% | 329 |
|
|
2024
Q1 | $641K | Buy |
7,811
+3,856
| +97% | +$316K | 0.03% | 293 |
|
|
2023
Q4 | $73.6K | Hold |
3,955
| – | – | ﹤0.01% | 511 |
|
|
2023
Q3 | $43.8K | Hold |
3,955
| – | – | ﹤0.01% | 574 |
|
|
2023
Q2 | $64.1K | Hold |
3,955
| – | – | ﹤0.01% | 516 |
|
|
2023
Q1 | $65.9K | Buy |
3,955
+1,400
| +55% | +$23.3K | ﹤0.01% | 502 |
|
|
2022
Q4 | $24K | Buy |
2,555
+1,905
| +293% | +$17.9K | ﹤0.01% | 644 |
|
|
2022
Q3 | $2K | Hold |
650
| – | – | ﹤0.01% | 821 |
|
|
2022
Q2 | $2K | Hold |
650
| – | – | ﹤0.01% | 775 |
|
|
2022
Q1 | $2K | Hold |
650
| – | – | ﹤0.01% | 794 |
|
|
2021
Q4 | $3K | Hold |
650
| – | – | ﹤0.01% | 788 |
|
|
2021
Q3 | $4K | Hold |
650
| – | – | ﹤0.01% | 775 |
|
|
2021
Q2 | $4K | Hold |
650
| – | – | ﹤0.01% | 769 |
|
|
2021
Q1 | $4K | Hold |
650
| – | – | ﹤0.01% | 774 |
|
|
2020
Q4 | $4K | Buy |
+650
| New | +$4K | ﹤0.01% | 755 |
|