Bank of Montreal’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $273K | Buy |
6,789
+913
| +16% | +$36.9K | ﹤0.01% | 2736 |
|
|
2025
Q4 | $226K | Sell |
5,876
-19
| -0.3% | -$742 | ﹤0.01% | 2763 |
|
|
2025
Q3 | $223K | Sell |
5,895
-7,320
| -55% | -$272K | ﹤0.01% | 2711 |
|
|
2025
Q2 | $502K | Buy |
13,215
+519
| +4% | +$20.5K | ﹤0.01% | 2279 |
|
|
2025
Q1 | $532K | Buy |
12,696
+2,353
| +23% | +$89.3K | ﹤0.01% | 2158 |
|
|
2024
Q4 | $379K | Buy |
10,343
+1,512
| +17% | +$56.8K | ﹤0.01% | 2411 |
|
|
2024
Q3 | $342K | Sell |
8,831
-2,504
| -22% | -$94.7K | ﹤0.01% | 2675 |
|
|
2024
Q2 | $392K | Sell |
11,335
-6,637
| -37% | -$237K | ﹤0.01% | 2566 |
|
|
2024
Q1 | $630K | Sell |
17,972
-7,210
| -29% | -$246K | ﹤0.01% | 2281 |
|
|
2023
Q4 | $905K | Sell |
25,182
-689
| -3% | -$23.3K | ﹤0.01% | 2107 |
|
|
2023
Q3 | $905K | Sell |
25,871
-554
| -2% | -$19.8K | ﹤0.01% | 2114 |
|
|
2023
Q2 | $1.12M | Sell |
26,425
-3,974
| -13% | -$169K | ﹤0.01% | 2126 |
|
|
2023
Q1 | $1.29M | Buy |
30,399
+3,555
| +13% | +$147K | ﹤0.01% | 1896 |
|
|
2022
Q4 | $1.2M | Buy |
26,844
+1,812
| +7% | +$72.5K | ﹤0.01% | 2081 |
|
|
2022
Q3 | $1.02K | Sell |
25,032
-23,319
| -48% | -$976K | ﹤0.01% | 2159 |
|
|
2022
Q2 | $2.1K | Buy |
48,351
+10,759
| +29% | +$463K | ﹤0.01% | 1871 |
|
|
2022
Q1 | $1.71M | Buy |
37,592
+8,137
| +28% | +$358K | ﹤0.01% | 2023 |
|
|
2021
Q4 | $1.25M | Sell |
29,455
-10,128
| -26% | -$407K | ﹤0.01% | 1818 |
|
|
2021
Q3 | $1.58M | Buy |
39,583
+2,821
| +8% | +$118K | ﹤0.01% | 2212 |
|
|
2021
Q2 | $1.6M | Buy |
36,762
+11,416
| +45% | +$523K | ﹤0.01% | 2195 |
|
|
2021
Q1 | $1.21M | Buy |
25,346
+2,904
| +13% | +$120K | ﹤0.01% | 2057 |
|
|
2020
Q4 | $896K | Buy |
22,442
+16,940
| +308% | +$622K | ﹤0.01% | 2319 |
|
|
2020
Q3 | $189K | Sell |
5,502
-2,814
| -34% | -$102K | ﹤0.01% | 2770 |
|
|
2020
Q2 | $293K | Buy |
8,316
+5,867
| +240% | +$232K | ﹤0.01% | 2537 |
|
|
2020
Q1 | $102K | Sell |
2,449
-8,719
| -78% | -$420K | ﹤0.01% | 2588 |
|
|
2019
Q4 | $536K | Buy |
11,168
+2,649
| +31% | +$126K | ﹤0.01% | 2627 |
|
|
2019
Q3 | $412K | Buy |
8,519
+247
| +3% | +$11.5K | ﹤0.01% | 2514 |
|
|
2019
Q2 | $369K | Buy |
8,272
+5,701
| +222% | +$243K | ﹤0.01% | 2603 |
|
|
2019
Q1 | $104K | Sell |
2,571
-851
| -25% | -$35K | ﹤0.01% | 3037 |
|
|
2018
Q4 | $145K | Sell |
3,422
-114
| -3% | -$5.65K | ﹤0.01% | 2748 |
|
|
2018
Q3 | $179K | Sell |
3,536
-275
| -7% | -$14.1K | ﹤0.01% | 2815 |
|
|
2018
Q2 | $202K | Sell |
3,811
-6,707
| -64% | -$350K | ﹤0.01% | 2749 |
|
|
2018
Q1 | $539K | Buy |
10,518
+559
| +6% | +$28.2K | ﹤0.01% | 2191 |
|
|
2017
Q4 | $513K | Buy |
9,959
+7,233
| +265% | +$375K | ﹤0.01% | 2270 |
|
|
2017
Q3 | $141K | Sell |
2,726
-329
| -11% | -$16.4K | ﹤0.01% | 2822 |
|
|
2017
Q2 | $130K | Sell |
3,055
-43,825
| -93% | -$1.83M | ﹤0.01% | 2865 |
|
|
2017
Q1 | $1.83M | Buy |
46,880
+21,044
| +81% | +$825K | ﹤0.01% | 1579 |
|
|
2016
Q4 | $1.04M | Buy |
25,836
+22,468
| +667% | +$909K | ﹤0.01% | 1872 |
|
|
2016
Q3 | $141K | Sell |
3,368
-658
| -16% | -$28K | ﹤0.01% | 2601 |
|
|
2016
Q2 | $181K | Buy |
4,026
+10
| +0.2% | +$410 | ﹤0.01% | 2518 |
|
|
2016
Q1 | $164K | Buy |
4,016
+1,799
| +81% | +$67.7K | ﹤0.01% | 2578 |
|
|
2015
Q4 | $78K | Buy |
2,217
+380
| +21% | +$13K | ﹤0.01% | 2872 |
|
|
2015
Q3 | $61K | Hold |
1,837
| – | – | ﹤0.01% | 2844 |
|
|
2015
Q2 | $56K | Hold |
1,837
| – | – | ﹤0.01% | 2973 |
|
|
2015
Q1 | $63K | Sell |
1,837
-10,803
| -85% | -$377K | ﹤0.01% | 2832 |
|
|
2014
Q4 | $447K | Buy |
12,640
+55
| +0.4% | +$1.88K | ﹤0.01% | 2115 |
|
|
2014
Q3 | $384K | Sell |
12,585
-7,580
| -38% | -$242K | ﹤0.01% | 2212 |
|
|
2014
Q2 | $675K | Buy |
20,165
+3,876
| +24% | +$123K | ﹤0.01% | 1939 |
|
|
2014
Q1 | $500K | Buy |
16,289
+600
| +4% | +$17.4K | ﹤0.01% | 2048 |
|
|
2013
Q4 | $443K | Buy |
15,689
+77
| +0.5% | +$2.11K | ﹤0.01% | 1868 |
|
|
2013
Q3 | $412K | Sell |
15,612
-620
| -4% | -$17K | ﹤0.01% | 1892 |
|
|
2013
Q2 | $439K | Buy |
+16,232
| New | +$446K | ﹤0.01% | 1808 |
|
Other funds holding AVA
VPM
VCM
WHG
