Avalon Capital Management’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 | $379K | Hold |
3,425
| – | – | 0.1% | 92 |
|
|
2025
Q1 | $327K | Sell |
3,425
-925
| -21% | -$88.3K | 0.1% | 101 |
|
|
2024
Q4 | $422K | Hold |
4,350
| – | – | 0.14% | 94 |
|
|
2024
Q3 | $392K | Hold |
4,350
| – | – | 0.12% | 92 |
|
|
2024
Q2 | $365K | Hold |
4,350
| – | – | 0.12% | 86 |
|
|
2024
Q1 | $425K | Hold |
4,350
| – | – | 0.17% | 57 |
|
|
2023
Q4 | $430K | Sell |
4,350
-250
| -5% | -$24.7K | 0.18% | 56 |
|
|
2023
Q3 | $388K | Hold |
4,600
| – | – | 0.2% | 42 |
|
|
2023
Q2 | $415K | Hold |
4,600
| – | – | 0.19% | 41 |
|
|
2023
Q1 | $410K | Hold |
4,600
| – | – | 0.21% | 40 |
|
|
2022
Q4 | $417K | Hold |
4,600
| – | – | 0.21% | 37 |
|
|
2022
Q3 | $403K | Hold |
4,600
| – | – | 0.19% | 36 |
|
|
2022
Q2 | $442K | Hold |
4,600
| – | – | 0.18% | 40 |
|
|
2022
Q1 | $488K | Buy |
+4,600
| New | +$488K | 0.19% | 41 |
|