Zurich Cantonal Bank’s Montrose Environmental MEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Buy |
8,333
+4,013
| +93% | +$87.8K | ﹤0.01% | 2175 |
|
|
2025
Q1 | $61.6K | Hold |
4,320
| – | – | ﹤0.01% | 2492 |
|
|
2024
Q4 | $80.1K | Sell |
4,320
-6,251
| -59% | -$116K | ﹤0.01% | 2497 |
|
|
2024
Q3 | $278K | Buy |
10,571
+6,294
| +147% | +$166K | ﹤0.01% | 1928 |
|
|
2024
Q2 | $191K | Hold |
4,277
| – | – | ﹤0.01% | 2060 |
|
|
2024
Q1 | $168K | Hold |
4,277
| – | – | ﹤0.01% | 2145 |
|
|
2023
Q4 | $137K | Sell |
4,277
-1,076
| -20% | -$34.6K | ﹤0.01% | 2291 |
|
|
2023
Q3 | $157K | Hold |
5,353
| – | – | ﹤0.01% | 2122 |
|
|
2023
Q2 | $225K | Buy |
5,353
+2,528
| +89% | +$106K | ﹤0.01% | 1852 |
|
|
2023
Q1 | $101K | Hold |
2,825
| – | – | ﹤0.01% | 2276 |
|
|
2022
Q4 | $125K | Hold |
2,825
| – | – | ﹤0.01% | 2132 |
|
|
2022
Q3 | $95K | Hold |
2,825
| – | – | ﹤0.01% | 2263 |
|
|
2022
Q2 | $95K | Hold |
2,825
| – | – | ﹤0.01% | 2283 |
|
|
2022
Q1 | $150K | Hold |
2,825
| – | – | ﹤0.01% | 2078 |
|
|
2021
Q4 | $199K | Buy |
+2,825
| New | +$199K | ﹤0.01% | 2068 |
|
|
2021
Q2 | – | Sell |
-41,862
| Closed | -$2.1M | – | 2611 |
|
|
2021
Q1 | $2.1M | Sell |
41,862
-3,040
| -7% | -$153K | 0.01% | 685 |
|
|
2020
Q4 | $1.39M | Buy |
+44,902
| New | +$1.39M | 0.01% | 837 |
|