Genus 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 | $1.94M | Sell |
17,505
-6,660
| -28% | -$737K | 0.25% | 108 |
|
|
2025
Q1 | $2.31M | Buy |
+24,165
| New | +$2.31M | 0.33% | 86 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 32 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 32 |
|
|
2024
Q2 | – | Sell |
-169,616
| Closed | -$16.6M | – | 32 |
|
|
2024
Q1 | $16.6M | Buy |
+169,616
| New | +$16.6M | 2.15% | 7 |
|
|
2023
Q4 | – | Sell |
-156,804
| Closed | -$13.3M | – | 33 |
|
|
2023
Q3 | $13.3M | Sell |
156,804
-34,458
| -18% | -$2.92M | 2.09% | 8 |
|
|
2023
Q2 | $17.3M | Buy |
+191,262
| New | +$17.3M | 2.55% | 4 |
|