Avalon Capital Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $446K | Hold |
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|
2025
Q2 | $379K | Hold |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $422K | Hold |
|
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|
2024
Q3 | $392K | Hold |
|
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|
2024
Q2 | $365K | Hold |
|
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|
2024
Q1 | $425K | Hold |
|
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|
2023
Q4 | $430K | Sell |
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|
2023
Q3 | $388K | Hold |
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|
2023
Q2 | $415K | Hold |
|
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|
2023
Q1 | $410K | Hold |
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|
2022
Q4 | $417K | Hold |
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|
2022
Q3 | $403K | Hold |
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|
2022
Q2 | $442K | Hold |
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|
2022
Q1 | $488K | Buy |
|