Institutions / Monte Financial Group, LLC / Activity
Activity — Monte Financial Group, LLC
55 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Home Depot, Inc. Common stock | $2.02M | +6K +31.53% | 25,399 2.70% of portfolio | low |
| Q2 2026 as of | Add | Abbott Laboratories Common stock | $2.67M | +25K +47.95% | 77,837 2.64% of portfolio | low |
| Q2 2026 as of | Add | CDW Corp Common stock | $3.12M | +21K +67.24% | 52,501 2.49% of portfolio | low |
| Q2 2026 as of | Add | Automatic Data Processing Inc Common stock | $4.12M | +15K +82.22% | 34,271 2.92% of portfolio | low |
| Q2 2026 as of | Add | Medtronic plc Common stock | $4.50M | +53K +124.45% | 94,960 2.60% of portfolio | low |