Marathon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.42M | Sell |
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|
2023
Q3 | $5.47M | Sell |
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|
2023
Q2 | $6.01M | Sell |
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|
2023
Q1 | $6.02M | Buy |
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|
2022
Q4 | $6.12M | Buy |
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|
2022
Q3 | $805K | Buy |
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|
2022
Q2 | $743K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $782K | Buy |
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|
2021
Q3 | $717K | Sell |
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|
2021
Q2 | $751K | Buy |
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|
2021
Q1 | $644K | Buy |
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|
2020
Q4 | $495K | Sell |
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|
2020
Q3 | $386K | Sell |
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|
2020
Q2 | $455K | Hold |
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|
2020
Q1 | $430K | Sell |
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|
2019
Q4 | $664K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.32M | Hold |
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|
2016
Q1 | $1.26M | Buy |
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|
2015
Q4 | $1.14M | Buy |
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|
2015
Q3 | $1.09M | Buy |
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