OneDigital Investment Advisors’s Montrose Environmental MEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $420K | Hold |
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|
2025
Q1 | $274K | Hold |
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|
2024
Q4 | $356K | Hold |
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|
2024
Q3 | $505K | Sell |
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|
2024
Q2 | $859K | Buy |
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|
2024
Q1 | $752K | Hold |
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|
2023
Q4 | $617K | Hold |
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|
2023
Q3 | $561K | Hold |
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|
2023
Q2 | $808K | Hold |
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|
2023
Q1 | $684K | Hold |
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|
2022
Q4 | $852K | Sell |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $648K | Buy |
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|
2022
Q1 | $759K | Buy |
|