Bank of Montreal’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Sell |
407,537
-54,913
| -12% | -$1.88M | 0.01% | 767 |
|
|
2025
Q1 | $14.3M | Buy |
462,450
+94,151
| +26% | +$2.91M | 0.01% | 750 |
|
|
2024
Q4 | $11.6M | Buy |
368,299
+48,573
| +15% | +$1.53M | 0.01% | 841 |
|
|
2024
Q3 | $10.5M | Sell |
319,726
-32,124
| -9% | -$1.05M | ﹤0.01% | 946 |
|
|
2024
Q2 | $9.51M | Buy |
351,850
+48,633
| +16% | +$1.32M | ﹤0.01% | 948 |
|
|
2024
Q1 | $9.15M | Buy |
303,217
+23,009
| +8% | +$694K | ﹤0.01% | 920 |
|
|
2023
Q4 | $7.29M | Sell |
280,208
-13,309
| -5% | -$346K | ﹤0.01% | 981 |
|
|
2023
Q3 | $8.87M | Buy |
293,517
+65,879
| +29% | +$1.99M | ﹤0.01% | 914 |
|
|
2023
Q2 | $6.8M | Buy |
227,638
+7,328
| +3% | +$219K | ﹤0.01% | 1045 |
|
|
2023
Q1 | $5.9M | Buy |
220,310
+44,091
| +25% | +$1.18M | ﹤0.01% | 1065 |
|
|
2022
Q4 | $5.5M | Sell |
176,219
-5,013
| -3% | -$156K | ﹤0.01% | 1060 |
|
|
2022
Q3 | $4.7K | Sell |
181,232
-23,685
| -12% | -$615 | ﹤0.01% | 1164 |
|
|
2022
Q2 | $5.48K | Buy |
204,917
+27,896
| +16% | +$746 | ﹤0.01% | 1142 |
|
|
2022
Q1 | $5.16M | Sell |
177,021
-10,245
| -5% | -$299K | ﹤0.01% | 1201 |
|
|
2021
Q4 | $5.02M | Sell |
187,266
-644,888
| -77% | -$17.3M | ﹤0.01% | 1184 |
|
|
2021
Q3 | $20.5M | Buy |
832,154
+640,046
| +333% | +$15.8M | 0.01% | 837 |
|
|
2021
Q2 | $4.93M | Sell |
192,108
-71,419
| -27% | -$1.83M | ﹤0.01% | 1518 |
|
|
2021
Q1 | $5.8M | Buy |
263,527
+145,968
| +124% | +$3.21M | ﹤0.01% | 1132 |
|
|
2020
Q4 | $2.09M | Sell |
117,559
-123,788
| -51% | -$2.2M | ﹤0.01% | 1514 |
|
|
2020
Q3 | $4.14M | Sell |
241,347
-97,228
| -29% | -$1.67M | ﹤0.01% | 1151 |
|
|
2020
Q2 | $7.1M | Sell |
338,575
-7,229
| -2% | -$152K | 0.01% | 905 |
|
|
2020
Q1 | $5.09M | Sell |
345,804
-390,070
| -53% | -$5.74M | 0.01% | 895 |
|
|
2019
Q4 | $12.3M | Buy |
735,874
+93,620
| +15% | +$1.57M | 0.01% | 768 |
|
|
2019
Q3 | $10.6M | Sell |
642,254
-5,905
| -0.9% | -$97.8K | 0.01% | 766 |
|
|
2019
Q2 | $11.4M | Buy |
648,159
+16,922
| +3% | +$298K | 0.01% | 756 |
|
|
2019
Q1 | $12.2M | Buy |
631,237
+64,854
| +11% | +$1.25M | 0.01% | 721 |
|
|
2018
Q4 | $9.56M | Buy |
566,383
+128,312
| +29% | +$2.17M | 0.01% | 742 |
|
|
2018
Q3 | $10.5M | Sell |
438,071
-301
| -0.1% | -$7.2K | 0.01% | 824 |
|
|
2018
Q2 | $11M | Buy |
438,372
+7,286
| +2% | +$182K | 0.01% | 802 |
|
|
2018
Q1 | $8.86M | Buy |
431,086
+28,883
| +7% | +$594K | 0.01% | 859 |
|
|
2017
Q4 | $8.5M | Hold |
402,203
| – | – | 0.01% | 872 |
|
|
2017
Q3 | $7.77M | Buy |
402,203
+55,511
| +16% | +$1.07M | 0.01% | 913 |
|
|
2017
Q2 | $6.32M | Buy |
346,692
+37,406
| +12% | +$682K | 0.01% | 1007 |
|
|
2017
Q1 | $5.04M | Buy |
309,286
+4,507
| +1% | +$73.5K | ﹤0.01% | 1012 |
|
|
2016
Q4 | $4.64M | Buy |
304,779
+21,108
| +7% | +$321K | ﹤0.01% | 1038 |
|
|
2016
Q3 | $4.47M | Buy |
283,671
+2,574
| +0.9% | +$40.6K | ﹤0.01% | 1064 |
|
|
2016
Q2 | $2.91M | Buy |
281,097
+114,592
| +69% | +$1.19M | ﹤0.01% | 1232 |
|
|
2016
Q1 | $2.04M | Buy |
166,505
+166,350
| +107,323% | +$2.04M | ﹤0.01% | 1344 |
|
|
2015
Q4 | $2K | Buy |
155
+80
| +107% | +$1.03K | ﹤0.01% | 3722 |
|
|
2015
Q3 | $1K | Hold |
75
| – | – | ﹤0.01% | 3599 |
|
|
2015
Q2 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 3576 |
|