Bank of Montreal’s Universal Technical Institute UTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $804K | Sell |
23,733
-147
| -0.6% | -$4.98K | ﹤0.01% | 1769 |
|
2025
Q1 | $613K | Buy |
23,880
+928
| +4% | +$23.8K | ﹤0.01% | 1836 |
|
2024
Q4 | $590K | Hold |
22,952
| – | – | ﹤0.01% | 1878 |
|
2024
Q3 | $371K | Sell |
22,952
-2,050
| -8% | -$33.1K | ﹤0.01% | 2337 |
|
2024
Q2 | $393K | Hold |
25,002
| – | – | ﹤0.01% | 2305 |
|
2024
Q1 | $399K | Buy |
25,002
+2,050
| +9% | +$32.7K | ﹤0.01% | 2311 |
|
2023
Q4 | $292K | Hold |
22,952
| – | – | ﹤0.01% | 2481 |
|
2023
Q3 | $195K | Hold |
22,952
| – | – | ﹤0.01% | 2668 |
|
2023
Q2 | $165K | Sell |
22,952
-1,338
| -6% | -$9.6K | ﹤0.01% | 2911 |
|
2023
Q1 | $183K | Buy |
+24,290
| New | +$183K | ﹤0.01% | 2796 |
|
2021
Q2 | – | Sell |
-23,925
| Closed | -$144K | – | 4513 |
|
2021
Q1 | $144K | Sell |
23,925
-3,450
| -13% | -$20.8K | ﹤0.01% | 2869 |
|
2020
Q4 | $167K | Buy |
27,375
+3,087
| +13% | +$18.8K | ﹤0.01% | 2878 |
|
2020
Q3 | $131K | Sell |
24,288
-1,005
| -4% | -$5.42K | ﹤0.01% | 2565 |
|
2020
Q2 | $163K | Buy |
25,293
+2,341
| +10% | +$15.1K | ﹤0.01% | 2483 |
|
2020
Q1 | $131K | Hold |
22,952
| – | – | ﹤0.01% | 2221 |
|
2019
Q4 | $177K | Hold |
22,952
| – | – | ﹤0.01% | 2736 |
|
2019
Q3 | $125K | Hold |
22,952
| – | – | ﹤0.01% | 2719 |
|
2019
Q2 | $79K | Hold |
22,952
| – | – | ﹤0.01% | 3032 |
|
2019
Q1 | $78K | Hold |
22,952
| – | – | ﹤0.01% | 2787 |
|
2018
Q4 | $84K | Hold |
22,952
| – | – | ﹤0.01% | 2728 |
|
2018
Q3 | $61K | Hold |
22,952
| – | – | ﹤0.01% | 2999 |
|
2018
Q2 | $72K | Hold |
22,952
| – | – | ﹤0.01% | 2960 |
|
2018
Q1 | $67K | Hold |
22,952
| – | – | ﹤0.01% | 2865 |
|
2017
Q4 | $55K | Hold |
22,952
| – | – | ﹤0.01% | 2934 |
|
2017
Q3 | $80K | Hold |
22,952
| – | – | ﹤0.01% | 2815 |
|
2017
Q2 | $82K | Buy |
+22,952
| New | +$82K | ﹤0.01% | 2781 |
|
2016
Q2 | – | Sell |
-140
| Closed | -$1K | – | 3960 |
|
2016
Q1 | $1K | Hold |
140
| – | – | ﹤0.01% | 3820 |
|
2015
Q4 | $1K | Hold |
140
| – | – | ﹤0.01% | 3867 |
|
2015
Q3 | $0 | Hold |
140
| – | – | ﹤0.01% | 3846 |
|
2015
Q2 | $1K | Hold |
140
| – | – | ﹤0.01% | 3615 |
|
2015
Q1 | $1K | Hold |
140
| – | – | ﹤0.01% | 3636 |
|
2014
Q4 | $1K | Buy |
+140
| New | +$1K | ﹤0.01% | 3529 |
|
2014
Q3 | – | Sell |
-540
| Closed | -$7K | – | 3886 |
|
2014
Q2 | $7K | Buy |
+540
| New | +$7K | ﹤0.01% | 3603 |
|