Bank of Montreal’s United Community Banks UCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $325K | Buy |
10,317
+903
| +10% | +$29.7K | ﹤0.01% | 2629 |
|
|
2025
Q4 | $294K | Sell |
9,414
-213
| -2% | -$6.58K | ﹤0.01% | 2600 |
|
|
2025
Q3 | $302K | Sell |
9,627
-10,325
| -52% | -$326K | ﹤0.01% | 2522 |
|
|
2025
Q2 | $594K | Sell |
19,952
-98
| -0.5% | -$2.72K | ﹤0.01% | 2183 |
|
|
2025
Q1 | $564K | Buy |
20,050
+4,329
| +28% | +$135K | ﹤0.01% | 2124 |
|
|
2024
Q4 | $508K | Buy |
15,721
+1,677
| +12% | +$52.2K | ﹤0.01% | 2223 |
|
|
2024
Q3 | $402K | Sell |
14,044
-5,593
| -28% | -$161K | ﹤0.01% | 2555 |
|
|
2024
Q2 | $503K | Sell |
19,637
-22,352
| -53% | -$570K | ﹤0.01% | 2400 |
|
|
2024
Q1 | $1.11M | Buy |
41,989
+12,256
| +41% | +$331K | ﹤0.01% | 1949 |
|
|
2023
Q4 | $906K | Buy |
29,733
+9,230
| +45% | +$236K | ﹤0.01% | 2106 |
|
|
2023
Q3 | $534K | Sell |
20,503
-44
| -0.2% | -$1.19K | ﹤0.01% | 2410 |
|
|
2023
Q2 | $542K | Sell |
20,547
-5,834
| -22% | -$145K | ﹤0.01% | 2543 |
|
|
2023
Q1 | $752K | Buy |
26,381
+2,087
| +9% | +$66K | ﹤0.01% | 2223 |
|
|
2022
Q4 | $822K | Sell |
24,294
-313
| -1% | -$11.4K | ﹤0.01% | 2310 |
|
|
2022
Q3 | $817 | Sell |
24,607
-3,836
| -13% | -$128K | ﹤0.01% | 2299 |
|
|
2022
Q2 | $879 | Sell |
28,443
-17,002
| -37% | -$523K | ﹤0.01% | 2387 |
|
|
2022
Q1 | $1.65M | Buy |
45,445
+2,805
| +7% | +$103K | ﹤0.01% | 2047 |
|
|
2021
Q4 | $1.54M | Buy |
42,640
+1,533
| +4% | +$53.6K | ﹤0.01% | 1718 |
|
|
2021
Q3 | $1.35M | Buy |
41,107
+1,959
| +5% | +$58.7K | ﹤0.01% | 2308 |
|
|
2021
Q2 | $1.25M | Buy |
39,148
+5,497
| +16% | +$185K | ﹤0.01% | 2345 |
|
|
2021
Q1 | $1.13M | Buy |
33,651
+3,008
| +10% | +$98.8K | ﹤0.01% | 2099 |
|
|
2020
Q4 | $964K | Buy |
30,643
+14,394
| +89% | +$340K | ﹤0.01% | 2272 |
|
|
2020
Q3 | $296K | Buy |
16,249
+3,600
| +28% | +$64.8K | ﹤0.01% | 2553 |
|
|
2020
Q2 | $216K | Buy |
12,649
+3,860
| +44% | +$73.9K | ﹤0.01% | 2694 |
|
|
2020
Q1 | $167K | Sell |
8,789
-9,281
| -51% | -$240K | ﹤0.01% | 2402 |
|
|
2019
Q4 | $558K | Buy |
18,070
+3,642
| +25% | +$110K | ﹤0.01% | 2609 |
|
|
2019
Q3 | $410K | Sell |
14,428
-3,441
| -19% | -$94.4K | ﹤0.01% | 2517 |
|
|
2019
Q2 | $511K | Buy |
17,869
+6,503
| +57% | +$178K | ﹤0.01% | 2415 |
|
|
2019
Q1 | $282K | Buy |
11,366
+2,146
| +23% | +$55.7K | ﹤0.01% | 2560 |
|
|
2018
Q4 | $198K | Buy |
9,220
+645
| +8% | +$15.9K | ﹤0.01% | 2587 |
|
|
2018
Q3 | $240K | Sell |
8,575
-61,008
| -88% | -$1.85M | ﹤0.01% | 2649 |
|
|
2018
Q2 | $2.13M | Sell |
69,583
-42,980
| -38% | -$1.4M | ﹤0.01% | 1620 |
|
|
2018
Q1 | $3.56M | Sell |
112,563
-14,270
| -11% | -$447K | ﹤0.01% | 1312 |
|
|
2017
Q4 | $3.57M | Buy |
126,833
+40,291
| +47% | +$1.12M | ﹤0.01% | 1285 |
|
|
2017
Q3 | $2.47M | Buy |
86,542
+12,158
| +16% | +$328K | ﹤0.01% | 1521 |
|
|
2017
Q2 | $2.07M | Buy |
74,384
+5,202
| +8% | +$141K | ﹤0.01% | 1610 |
|
|
2017
Q1 | $1.92M | Sell |
69,182
-1,474
| -2% | -$41.9K | ﹤0.01% | 1557 |
|
|
2016
Q4 | $1.92M | Sell |
70,656
-4,705
| -6% | -$118K | ﹤0.01% | 1585 |
|
|
2016
Q3 | $1.58M | Sell |
75,361
-9,251
| -11% | -$183K | ﹤0.01% | 1612 |
|
|
2016
Q2 | $1.55M | Sell |
84,612
-44,036
| -34% | -$851K | ﹤0.01% | 1630 |
|
|
2016
Q1 | $2.38M | Sell |
128,648
-40,085
| -24% | -$711K | ﹤0.01% | 1360 |
|
|
2015
Q4 | $3.29M | Buy |
168,733
+143,433
| +567% | +$2.91M | ﹤0.01% | 1170 |
|
|
2015
Q3 | $518K | Buy |
25,300
+10,652
| +73% | +$218K | ﹤0.01% | 1836 |
|
|
2015
Q2 | $305K | Buy |
14,648
+13,805
| +1,638% | +$265K | ﹤0.01% | 2220 |
|
|
2015
Q1 | $16K | Sell |
843
-13,218
| -94% | -$244K | ﹤0.01% | 3345 |
|
|
2014
Q4 | $266K | Buy |
14,061
+7,196
| +105% | +$127K | ﹤0.01% | 2358 |
|
|
2014
Q3 | $113K | Sell |
6,865
-219
| -3% | -$3.64K | ﹤0.01% | 2771 |
|
|
2014
Q2 | $116K | Buy |
7,084
+1,166
| +20% | +$19.5K | ﹤0.01% | 2765 |
|
|
2014
Q1 | $115K | Buy |
5,918
+770
| +15% | +$13.7K | ﹤0.01% | 2737 |
|
|
2013
Q4 | $91K | Buy |
5,148
+1,039
| +25% | +$17.2K | ﹤0.01% | 2588 |
|
|
2013
Q3 | $62K | Buy |
+4,109
| New | +$59.7K | ﹤0.01% | 2718 |
|
Other funds holding UCB
VPM
VCM
