Evergreen Capital Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Sell |
4,309
-1,562
| -27% | -$173K | 0.01% | 567 |
|
|
2025
Q1 | $561K | Buy |
5,871
+35
| +0.6% | +$3.34K | 0.02% | 463 |
|
|
2024
Q4 | $566K | Buy |
5,836
+973
| +20% | +$94.4K | 0.02% | 464 |
|
|
2024
Q3 | $439K | Sell |
4,863
-440
| -8% | -$39.7K | 0.01% | 557 |
|
|
2024
Q2 | $445K | Sell |
5,303
-304
| -5% | -$25.5K | 0.02% | 505 |
|
|
2024
Q1 | $548K | Buy |
5,607
+225
| +4% | +$22K | 0.02% | 423 |
|
|
2023
Q4 | $532K | Buy |
5,382
+1,878
| +54% | +$186K | 0.02% | 409 |
|
|
2023
Q3 | $296K | Sell |
3,504
-1,048
| -23% | -$88.4K | 0.01% | 552 |
|
|
2023
Q2 | $411K | Buy |
4,552
+258
| +6% | +$23.3K | 0.02% | 443 |
|
|
2023
Q1 | $383K | Buy |
4,294
+721
| +20% | +$64.2K | 0.02% | 437 |
|
|
2022
Q4 | $324K | Buy |
3,573
+406
| +13% | +$36.8K | 0.02% | 462 |
|
|
2022
Q3 | $278K | Buy |
3,167
+114
| +4% | +$10K | 0.01% | 463 |
|
|
2022
Q2 | $294K | Sell |
3,053
-294
| -9% | -$28.3K | 0.02% | 423 |
|
|
2022
Q1 | $395K | Buy |
3,347
+232
| +7% | +$27.4K | 0.02% | 417 |
|
|
2021
Q4 | $336K | Buy |
3,115
+288
| +10% | +$31.1K | 0.01% | 451 |
|
|
2021
Q3 | $282K | Buy |
+2,827
| New | +$282K | 0.01% | 449 |
|
|
2020
Q1 | – | Sell |
-5,590
| Closed | -$433K | – | 383 |
|
|
2019
Q4 | $433K | Sell |
5,590
-155
| -3% | -$12K | 0.04% | 270 |
|
|
2019
Q3 | $424K | Buy |
5,745
+14
| +0.2% | +$1.03K | 0.04% | 249 |
|
|
2019
Q2 | $432K | Buy |
5,731
+240
| +4% | +$18.1K | 0.04% | 243 |
|
|
2019
Q1 | $411K | Buy |
5,491
+195
| +4% | +$14.6K | 0.04% | 231 |
|
|
2018
Q4 | $346K | Sell |
5,296
-279
| -5% | -$18.2K | 0.04% | 245 |
|
|
2018
Q3 | $460K | Buy |
5,575
+106
| +2% | +$8.75K | 0.04% | 227 |
|
|
2018
Q2 | $423K | Buy |
5,469
+169
| +3% | +$13.1K | 0.04% | 226 |
|
|
2018
Q1 | $401K | Buy |
+5,300
| New | +$401K | 0.04% | 216 |
|