Number of Shares
2,894
Previous 3,597 19.54%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025

SELL
N/A
-703 Reduced 19.54%
2,894 $0
Q2 2024

Jul 31, 2024

BUY
N/A
871 Added 31.95%
3,597 $0
Q1 2024

May 07, 2024

SELL
N/A
-2,534 Reduced 48.17%
2,726 $0
Q4 2023

Feb 07, 2024

BUY
N/A
2,726 Added 107.58%
5,260 $0
Q3 2022

Nov 09, 2022

BUY
N/A
2,534 New
2,534 $46,000
Track This Portfolio

Track Montag A & Associates Inc Portfolio

Follow Montag A & Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.