Institutions / Monte Financial Group, LLC / Activity
Activity — Monte Financial Group, LLC
107 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | Unitedhealth Group Inc Common stock | $-14.1K | -34 -1.20% | 2,811 0.37% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $12.8K | +23 +1.88% | 1,245 0.22% of portfolio | low |
| Q2 2026 as of | Trim | Eaton Corp plc Common stock | $-12.0K | -29 -3.86% | 723 0.10% of portfolio | low |
| Q2 2026 as of | Add | Advanced Micro Devices Inc Common stock | $5.7K | +12 +0.66% | 1,830 0.28% of portfolio | low |
| Q2 2026 as of | Add | AT&T Inc. Common stock | $4.6K | +197 +1.36% | 14,648 0.11% of portfolio | low |
| Q2 2026 as of | Add | Walt Disney Co Common stock | $1.3K | +14 +0.67% | 2,100 0.06% of portfolio | low |
| Q2 2026 as of | Trim | Consolidated Edison Inc Common stock | $-1.1K | -10 -0.12% | 8,259 0.29% of portfolio | low |