Montag & Associates’s Zhihu ZH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-650
| Closed | -$2.78K | – | 1033 |
|
|
2025
Q1 | $2.78K | Hold |
650
| – | – | ﹤0.01% | 875 |
|
|
2024
Q4 | $2.3K | Hold |
650
| – | – | ﹤0.01% | 880 |
|
|
2024
Q3 | $2.5K | Hold |
650
| – | – | ﹤0.01% | 904 |
|
|
2024
Q2 | $1.78K | Hold |
650
| – | – | ﹤0.01% | 877 |
|
|
2024
Q1 | $2.67K | Hold |
650
| – | – | ﹤0.01% | 852 |
|
|
2023
Q4 | $3.65K | Hold |
650
| – | – | ﹤0.01% | 839 |
|
|
2023
Q3 | $4.06K | Hold |
650
| – | – | ﹤0.01% | 814 |
|
|
2023
Q2 | $4.41K | Hold |
650
| – | – | ﹤0.01% | 825 |
|
|
2023
Q1 | $4.95K | Hold |
650
| – | – | ﹤0.01% | 813 |
|
|
2022
Q4 | $5.07K | Hold |
650
| – | – | ﹤0.01% | 816 |
|
|
2022
Q3 | $4K | Hold |
650
| – | – | ﹤0.01% | 796 |
|
|
2022
Q2 | $7K | Hold |
650
| – | – | ﹤0.01% | 731 |
|
|
2022
Q1 | $9K | Hold |
650
| – | – | ﹤0.01% | 736 |
|
|
2021
Q4 | $22K | Hold |
650
| – | – | ﹤0.01% | 665 |
|
|
2021
Q3 | $36K | Hold |
650
| – | – | ﹤0.01% | 605 |
|
|
2021
Q2 | $53K | Buy |
+650
| New | +$53K | ﹤0.01% | 546 |
|