Pacifica Partners’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 | $607K | Sell |
5,560
-100
| -2% | -$10.9K | 0.25% | 63 |
|
|
2025
Q1 | $544K | Hold |
5,660
| – | – | 0.25% | 65 |
|
|
2024
Q4 | $548K | Sell |
5,660
-320
| -5% | -$31K | 0.24% | 64 |
|
|
2024
Q3 | $541K | Hold |
5,980
| – | – | 0.22% | 66 |
|
|
2024
Q2 | $509K | Sell |
5,980
-354
| -6% | -$30.2K | 0.22% | 66 |
|
|
2024
Q1 | $606K | Buy |
6,334
+2,204
| +53% | +$211K | 0.27% | 64 |
|
|
2023
Q4 | $351K | Buy |
4,130
+65
| +2% | +$5.53K | 0.17% | 79 |
|
|
2023
Q3 | $328K | Sell |
4,065
-602
| -13% | -$48.5K | 0.18% | 74 |
|
|
2023
Q2 | $424K | Buy |
4,667
+165
| +4% | +$15K | 0.24% | 62 |
|
|
2023
Q1 | $397K | Buy |
4,502
+1,495
| +50% | +$132K | 0.24% | 64 |
|
|
2022
Q4 | $271K | Buy |
3,007
+2,114
| +237% | +$191K | 0.18% | 74 |
|
|
2022
Q3 | $79K | Buy |
893
+123
| +16% | +$10.9K | 0.06% | 137 |
|
|
2022
Q2 | $76K | Hold |
770
| – | – | 0.05% | 150 |
|
|
2022
Q1 | $89K | Hold |
770
| – | – | 0.06% | 133 |
|
|
2021
Q4 | $87K | Sell |
770
-26
| -3% | -$2.94K | 0.06% | 136 |
|
|
2021
Q3 | $81K | Hold |
796
| – | – | 0.06% | 128 |
|
|
2021
Q2 | $81K | Hold |
796
| – | – | 0.06% | 119 |
|
|
2021
Q1 | $72K | Sell |
796
-28
| -3% | -$2.53K | 0.06% | 121 |
|
|
2020
Q4 | $62K | Sell |
824
-30
| -4% | -$2.26K | 0.06% | 118 |
|
|
2020
Q3 | $50K | Sell |
854
-1,227
| -59% | -$71.8K | 0.05% | 115 |
|
|
2020
Q2 | $111K | Buy |
2,081
+170
| +9% | +$9.07K | 0.12% | 83 |
|
|
2020
Q1 | $102K | Sell |
1,911
-113
| -6% | -$6.03K | 0.13% | 85 |
|
|
2019
Q4 | $157K | Buy |
+2,024
| New | +$157K | 0.15% | 79 |
|