Bank of Montreal’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $118K | Buy |
57,946
+11,110
| +24% | +$22.6K | ﹤0.01% | 2651 |
|
2025
Q1 | $76.3K | Buy |
46,836
+23,341
| +99% | +$38K | ﹤0.01% | 2700 |
|
2024
Q4 | $43K | Buy |
+23,495
| New | +$43K | ﹤0.01% | 2825 |
|
2023
Q2 | – | Sell |
-1,287
| Closed | -$13K | – | 3671 |
|
2023
Q1 | $13K | Buy |
+1,287
| New | +$13K | ﹤0.01% | 3286 |
|
2022
Q2 | – | Sell |
-1,592
| Closed | -$70K | – | 3694 |
|
2022
Q1 | $70K | Buy |
1,592
+410
| +35% | +$18K | ﹤0.01% | 3227 |
|
2021
Q4 | $75K | Buy |
1,182
+350
| +42% | +$22.2K | ﹤0.01% | 3097 |
|
2021
Q3 | $80K | Buy |
+832
| New | +$80K | ﹤0.01% | 3281 |
|
2021
Q2 | – | Sell |
-9,942
| Closed | -$1.05M | – | 4001 |
|
2021
Q1 | $1.05M | Sell |
9,942
-2,096
| -17% | -$221K | ﹤0.01% | 1874 |
|
2020
Q4 | $1.31M | Sell |
12,038
-11,735
| -49% | -$1.28M | ﹤0.01% | 1726 |
|
2020
Q3 | $3.54M | Buy |
23,773
+21,784
| +1,095% | +$3.24M | ﹤0.01% | 1228 |
|
2020
Q2 | $556K | Sell |
1,989
-2,530
| -56% | -$707K | ﹤0.01% | 1911 |
|
2020
Q1 | $408K | Buy |
4,519
+3,099
| +218% | +$280K | ﹤0.01% | 1857 |
|
2019
Q4 | $57K | Buy |
1,420
+326
| +30% | +$13.1K | ﹤0.01% | 3267 |
|
2019
Q3 | $27K | Buy |
1,094
+460
| +73% | +$11.4K | ﹤0.01% | 3425 |
|
2019
Q2 | $22K | Buy |
634
+301
| +90% | +$10.4K | ﹤0.01% | 3652 |
|
2019
Q1 | $15K | Sell |
333
-96
| -22% | -$4.32K | ﹤0.01% | 3347 |
|
2018
Q4 | $21K | Buy |
429
+48
| +13% | +$2.35K | ﹤0.01% | 3273 |
|
2018
Q3 | $25K | Buy |
381
+165
| +76% | +$10.8K | ﹤0.01% | 3314 |
|
2018
Q2 | $10K | Sell |
216
-14,557
| -99% | -$674K | ﹤0.01% | 3616 |
|
2018
Q1 | $835K | Sell |
14,773
-2,903
| -16% | -$164K | ﹤0.01% | 1856 |
|
2017
Q4 | $876K | Buy |
17,676
+2,367
| +15% | +$117K | ﹤0.01% | 1843 |
|
2017
Q3 | $1.17M | Buy |
+15,309
| New | +$1.17M | ﹤0.01% | 1773 |
|
2017
Q1 | – | Sell |
-2,640
| Closed | -$224K | – | 3735 |
|
2016
Q4 | $224K | Sell |
2,640
-425
| -14% | -$36.1K | ﹤0.01% | 2199 |
|
2016
Q3 | $342K | Sell |
3,065
-3,438
| -53% | -$384K | ﹤0.01% | 2019 |
|
2016
Q2 | $721K | Buy |
6,503
+4,444
| +216% | +$493K | ﹤0.01% | 1811 |
|
2016
Q1 | $215K | Buy |
2,059
+728
| +55% | +$76K | ﹤0.01% | 2234 |
|
2015
Q4 | $108K | Buy |
1,331
+1,299
| +4,059% | +$105K | ﹤0.01% | 2567 |
|
2015
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 3547 |
|
2015
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 3466 |
|
2015
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 3487 |
|
2014
Q4 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 3380 |
|
2014
Q2 | – | Sell |
-177
| Closed | -$28K | – | 4258 |
|
2014
Q1 | $28K | Buy |
+177
| New | +$28K | ﹤0.01% | 2849 |
|