Bank of Montreal’s Warby Parker WRBY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-40,270
| Closed | -$975K | – | 3287 |
|
|
2024
Q4 | $975K | Buy |
40,270
+6,559
| +19% | +$159K | ﹤0.01% | 1645 |
|
|
2024
Q3 | $540K | Buy |
+33,711
| New | +$540K | ﹤0.01% | 2089 |
|
|
2022
Q3 | – | Sell |
-62,995
| Closed | -$1.03K | – | 3799 |
|
|
2022
Q2 | $1.03K | Buy |
62,995
+53,295
| +549% | +$869 | ﹤0.01% | 1939 |
|
|
2022
Q1 | $350K | Buy |
+9,700
| New | +$350K | ﹤0.01% | 2647 |
|