Evergreen Capital Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $570K | Buy |
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|
2025
Q2 | $477K | Sell |
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|
2025
Q1 | $561K | Buy |
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|
2024
Q4 | $566K | Buy |
|
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|
2024
Q3 | $439K | Sell |
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|
2024
Q2 | $445K | Sell |
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|
2024
Q1 | $548K | Buy |
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|
2023
Q4 | $532K | Buy |
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|
2023
Q3 | $296K | Sell |
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|
2023
Q2 | $411K | Buy |
|
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $324K | Buy |
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $395K | Buy |
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|
2021
Q4 | $336K | Buy |
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|
2021
Q3 | $282K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $433K | Sell |
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|
2019
Q3 | $424K | Buy |
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|
2019
Q2 | $432K | Buy |
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|
2019
Q1 | $411K | Buy |
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|
2018
Q4 | $346K | Sell |
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|
2018
Q3 | $460K | Buy |
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|
2018
Q2 | $423K | Buy |
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|
2018
Q1 | $401K | Buy |
|