Oarsman Capital’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 | – | Sell |
-1,828
| Closed | -$202K | – | 253 |
|
|
2025
Q2 | $202K | Buy |
+1,828
| New | +$184K | 0.03% | 239 |
|
|
2025
Q1 | – | Sell |
-1,998
| Closed | -$194K | – | 320 |
|
|
2024
Q4 | $194K | Sell |
1,998
-120
| -6% | -$11.3K | 0.03% | 233 |
|
|
2024
Q3 | $191K | Buy |
+2,118
| New | +$181K | 0.04% | 243 |
|
|
2024
Q1 | – | Sell |
-3,179
| Closed | -$315K | – | 239 |
|
|
2023
Q4 | $315K | Buy |
3,179
+100
| +3% | +$8.35K | 0.08% | 164 |
|
|
2023
Q3 | $260K | Hold |
3,079
| – | – | 0.11% | 148 |
|
|
2023
Q2 | $278K | Sell |
3,079
-100
| -3% | -$8.84K | 0.12% | 138 |
|
|
2023
Q1 | $283K | Hold |
3,179
| – | – | 0.13% | 135 |
|
|
2022
Q4 | $288K | Buy |
3,179
+666
| +27% | +$61.6K | 0.15% | 133 |
|
|
2022
Q3 | $220K | Hold |
2,513
| – | – | 0.12% | 149 |
|
|
2022
Q2 | $242K | Buy |
2,513
+100
| +4% | +$10.6K | 0.12% | 143 |
|
|
2022
Q1 | $285K | Buy |
2,413
+90
| +4% | +$10.4K | 0.11% | 158 |
|
|
2021
Q4 | $250K | Sell |
2,323
-14
| -0.6% | -$1.51K | 0.1% | 158 |
|
|
2021
Q3 | $233K | Hold |
2,337
| – | – | 0.09% | 169 |
|
|
2021
Q2 | $240K | Sell |
2,337
-40
| -2% | -$3.95K | 0.1% | 168 |
|
|
2021
Q1 | $212K | Buy |
+2,377
| New | +$194K | 0.09% | 176 |
|
|
2020
Q1 | – | Sell |
-3,021
| Closed | -$234K | – | 121 |
|
|
2019
Q4 | $234K | Sell |
3,021
-23
| -0.8% | -$1.73K | 0.11% | 163 |
|
|
2019
Q3 | $224K | Sell |
3,044
-364
| -11% | -$26.5K | 0.11% | 170 |
|
|
2019
Q2 | $257K | Sell |
3,408
-120
| -3% | -$9.18K | 0.12% | 159 |
|
|
2019
Q1 | $264K | Hold |
3,528
| – | – | 0.13% | 156 |
|
|
2018
Q4 | $231K | Sell |
3,528
-50
| -1% | -$3.71K | 0.12% | 158 |
|
|
2018
Q3 | $295K | Sell |
3,578
-225
| -6% | -$18.1K | 0.12% | 151 |
|
|
2018
Q2 | $294K | Sell |
3,803
-772
| -17% | -$59.4K | 0.13% | 143 |
|
|
2018
Q1 | $346K | Sell |
4,575
-662
| -13% | -$52.1K | 0.16% | 138 |
|
|
2017
Q4 | $419K | Sell |
5,237
-35
| -0.7% | -$2.73K | 0.18% | 133 |
|
|
2017
Q3 | $399K | Sell |
5,272
-1,018
| -16% | -$75.9K | 0.17% | 133 |
|
|
2017
Q2 | $462K | Sell |
6,290
-270
| -4% | -$19.1K | 0.21% | 116 |
|
|
2017
Q1 | $491K | Buy |
6,560
+382
| +6% | +$28.8K | 0.23% | 108 |
|
|
2016
Q4 | $444K | Sell |
6,178
-531
| -8% | -$35.4K | 0.29% | 96 |
|
|
2016
Q3 | $440K | Sell |
6,709
-185
| -3% | -$12K | 0.22% | 111 |
|
|
2016
Q2 | $437K | Sell |
6,894
-375
| -5% | -$23.8K | 0.23% | 113 |
|
|
2016
Q1 | $441K | Buy |
7,269
+317
| +5% | +$17.4K | 0.23% | 111 |
|
|
2015
Q4 | $392K | Sell |
6,952
-508
| -7% | -$29.2K | 0.22% | 120 |
|
|
2015
Q3 | $407K | Sell |
7,460
-690
| -8% | -$37.9K | 0.24% | 117 |
|
|
2015
Q2 | $483K | Sell |
8,150
-3
| -0% | -$188 | 0.33% | 102 |
|
|
2015
Q1 | $489K | Buy |
8,153
+766
| +10% | +$47.5K | 0.34% | 98 |
|
|
2014
Q4 | $522K | Sell |
7,387
-824
| -10% | -$59K | 0.38% | 92 |
|
|
2014
Q3 | $604K | Buy |
8,211
+656
| +9% | +$49.3K | 0.45% | 84 |
|
|
2014
Q2 | $556K | Buy |
7,555
+118
| +2% | +$8.23K | 0.4% | 92 |
|
|
2014
Q1 | $498K | Buy |
7,437
+798
| +12% | +$51.8K | 0.38% | 99 |
|
|
2013
Q4 | $443K | Buy |
6,639
+50
| +0.8% | +$3.4K | 0.36% | 104 |
|
|
2013
Q3 | $440K | Buy |
6,589
+46
| +0.7% | +$2.88K | 0.38% | 102 |
|
|
2013
Q2 | $380K | Buy |
+6,543
| New | +$396K | 0.36% | 103 |
|
Other funds holding BMO
