Atlas Capital Advisors’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
3,465
-521
| -13% | -$57.6K | 0.05% | 295 |
|
|
2025
Q1 | $381K | Buy |
3,986
+3,796
| +1,998% | +$363K | 0.05% | 300 |
|
|
2024
Q4 | $18.4K | Hold |
190
| – | – | ﹤0.01% | 729 |
|
|
2024
Q3 | $17.1K | Hold |
190
| – | – | ﹤0.01% | 687 |
|
|
2024
Q2 | $15.9K | Hold |
190
| – | – | ﹤0.01% | 706 |
|
|
2024
Q1 | $18.6K | Hold |
190
| – | – | ﹤0.01% | 672 |
|
|
2023
Q4 | $18.8K | Sell |
190
-149
| -44% | -$14.7K | ﹤0.01% | 697 |
|
|
2023
Q3 | $28.6K | Sell |
339
-2,302
| -87% | -$194K | ﹤0.01% | 603 |
|
|
2023
Q2 | $239K | Sell |
2,641
-120
| -4% | -$10.8K | 0.04% | 333 |
|
|
2023
Q1 | $246K | Sell |
2,761
-144
| -5% | -$12.8K | 0.04% | 320 |
|
|
2022
Q4 | $263K | Sell |
2,905
-175
| -6% | -$15.9K | 0.04% | 291 |
|
|
2022
Q3 | $270K | Sell |
3,080
-629
| -17% | -$55.1K | 0.05% | 287 |
|
|
2022
Q2 | $357K | Sell |
3,709
-1,927
| -34% | -$185K | 0.06% | 255 |
|
|
2022
Q1 | $665K | Sell |
5,636
-167
| -3% | -$19.7K | 0.1% | 173 |
|
|
2021
Q4 | $625K | Hold |
5,803
| – | – | 0.09% | 184 |
|
|
2021
Q3 | $579K | Buy |
5,803
+208
| +4% | +$20.7K | 0.09% | 181 |
|
|
2021
Q2 | $574K | Buy |
5,595
+329
| +6% | +$33.7K | 0.1% | 186 |
|
|
2021
Q1 | $469K | Buy |
5,266
+5,076
| +2,672% | +$452K | 0.09% | 205 |
|
|
2020
Q4 | $14.4K | Buy |
+190
| New | +$14.4K | ﹤0.01% | 567 |
|
|
2020
Q3 | – | Sell |
-190
| Closed | -$10.1K | – | 344 |
|
|
2020
Q2 | $10.1K | Hold |
190
| – | – | ﹤0.01% | 609 |
|
|
2020
Q1 | $9.55K | Hold |
190
| – | – | ﹤0.01% | 584 |
|
|
2019
Q4 | $14.7K | Hold |
190
| – | – | ﹤0.01% | 562 |
|
|
2019
Q3 | $14K | Buy |
190
+33
| +21% | +$2.43K | ﹤0.01% | 550 |
|
|
2019
Q2 | $11.8K | Buy |
+157
| New | +$11.8K | ﹤0.01% | 589 |
|