Bank of Montreal’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.04M | Sell |
14,777
-793
| -5% | -$55.7K | ﹤0.01% | 1635 |
|
2025
Q1 | $1.06M | Sell |
15,570
-293
| -2% | -$20K | ﹤0.01% | 1577 |
|
2024
Q4 | $1.18M | Buy |
15,863
+812
| +5% | +$60.6K | ﹤0.01% | 1563 |
|
2024
Q3 | $1.4M | Sell |
15,051
-788
| -5% | -$73K | ﹤0.01% | 1639 |
|
2024
Q2 | $1.39M | Sell |
15,839
-34
| -0.2% | -$2.99K | ﹤0.01% | 1641 |
|
2024
Q1 | $1.34M | Buy |
15,873
+165
| +1% | +$13.9K | ﹤0.01% | 1625 |
|
2023
Q4 | $1.32M | Sell |
15,708
-135
| -0.9% | -$11.4K | ﹤0.01% | 1593 |
|
2023
Q3 | $1.28M | Sell |
15,843
-170
| -1% | -$13.8K | ﹤0.01% | 1617 |
|
2023
Q2 | $1.37M | Sell |
16,013
-3,711
| -19% | -$318K | ﹤0.01% | 1721 |
|
2023
Q1 | $1.55M | Buy |
19,724
+1,658
| +9% | +$131K | ﹤0.01% | 1609 |
|
2022
Q4 | $1.33M | Buy |
18,066
+2,486
| +16% | +$183K | ﹤0.01% | 1708 |
|
2022
Q3 | $963 | Sell |
15,580
-554
| -3% | -$34 | ﹤0.01% | 1863 |
|
2022
Q2 | $1.03K | Buy |
16,134
+931
| +6% | +$59 | ﹤0.01% | 1933 |
|
2022
Q1 | $1.18M | Buy |
15,203
+1,255
| +9% | +$97.3K | ﹤0.01% | 1846 |
|
2021
Q4 | $1.12M | Sell |
13,948
-265,244
| -95% | -$21.3M | ﹤0.01% | 1819 |
|
2021
Q3 | $23.7M | Sell |
279,192
-7,896
| -3% | -$669K | 0.01% | 770 |
|
2021
Q2 | $25.3M | Buy |
287,088
+63,301
| +28% | +$5.58M | 0.01% | 741 |
|
2021
Q1 | $20.9M | Buy |
223,787
+115,364
| +106% | +$10.7M | 0.01% | 621 |
|
2020
Q4 | $8.33M | Buy |
108,423
+84,159
| +347% | +$6.47M | 0.01% | 970 |
|
2020
Q3 | $1.66M | Sell |
24,264
-14,706
| -38% | -$1.01M | ﹤0.01% | 1488 |
|
2020
Q2 | $2.81M | Buy |
38,970
+10,774
| +38% | +$775K | ﹤0.01% | 1282 |
|
2020
Q1 | $1.58M | Buy |
28,196
+2,680
| +11% | +$150K | ﹤0.01% | 1372 |
|
2019
Q4 | $1.9M | Buy |
25,516
+7,473
| +41% | +$556K | ﹤0.01% | 1590 |
|
2019
Q3 | $1.39M | Sell |
18,043
-1,180
| -6% | -$91.2K | ﹤0.01% | 1608 |
|
2019
Q2 | $1.4M | Buy |
19,223
+5,736
| +43% | +$416K | ﹤0.01% | 1613 |
|
2019
Q1 | $958K | Buy |
13,487
+749
| +6% | +$53.2K | ﹤0.01% | 1762 |
|
2018
Q4 | $828K | Sell |
12,738
-3,181
| -20% | -$207K | ﹤0.01% | 1757 |
|
2018
Q3 | $1.04M | Sell |
15,919
-21,275
| -57% | -$1.38M | ﹤0.01% | 1788 |
|
2018
Q2 | $2.31M | Sell |
37,194
-4,808
| -11% | -$299K | ﹤0.01% | 1439 |
|
2018
Q1 | $2.8M | Sell |
42,002
-498
| -1% | -$33.2K | ﹤0.01% | 1318 |
|
2017
Q4 | $3.04M | Buy |
42,500
+2,659
| +7% | +$190K | ﹤0.01% | 1277 |
|
2017
Q3 | $2.57M | Sell |
39,841
-1,364
| -3% | -$88K | ﹤0.01% | 1407 |
|
2017
Q2 | $2.58M | Sell |
41,205
-83,879
| -67% | -$5.25M | ﹤0.01% | 1391 |
|
2017
Q1 | $7.78M | Buy |
125,084
+45,167
| +57% | +$2.81M | 0.01% | 867 |
|
2016
Q4 | $4.42M | Sell |
79,917
-130,831
| -62% | -$7.23M | ﹤0.01% | 1057 |
|
2016
Q3 | $11.9M | Sell |
210,748
-32,102
| -13% | -$1.82M | 0.01% | 703 |
|
2016
Q2 | $13.4M | Sell |
242,850
-58,098
| -19% | -$3.22M | 0.02% | 645 |
|
2016
Q1 | $15.8M | Sell |
300,948
-74,901
| -20% | -$3.94M | 0.02% | 546 |
|
2015
Q4 | $21.1M | Buy |
375,849
+30,044
| +9% | +$1.69M | 0.03% | 444 |
|
2015
Q3 | $20.6M | Sell |
345,805
-7,810
| -2% | -$465K | 0.03% | 425 |
|
2015
Q2 | $23.2M | Buy |
353,615
+655
| +0.2% | +$43.1K | 0.03% | 450 |
|
2015
Q1 | $23.6M | Sell |
352,960
-19,152
| -5% | -$1.28M | 0.03% | 435 |
|
2014
Q4 | $20.4M | Sell |
372,112
-18,519
| -5% | -$1.02M | 0.02% | 445 |
|
2014
Q3 | $15.7M | Sell |
390,631
-10,815
| -3% | -$434K | 0.02% | 539 |
|
2014
Q2 | $17.3M | Buy |
401,446
+22,736
| +6% | +$978K | 0.02% | 490 |
|
2014
Q1 | $17M | Buy |
378,710
+59,374
| +19% | +$2.66M | 0.02% | 423 |
|
2013
Q4 | $14M | Buy |
319,336
+12,837
| +4% | +$565K | 0.02% | 468 |
|
2013
Q3 | $13.8M | Buy |
306,499
+82,149
| +37% | +$3.7M | 0.02% | 413 |
|
2013
Q2 | $4.18M | Buy |
+224,350
| New | +$4.18M | 0.01% | 715 |
|