Ray Dalio’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 | $260K | Sell |
2,348
-44,593
| -95% | -$4.93M | ﹤0.01% | 567 |
|
|
2025
Q1 | $4.48M | Buy |
+46,941
| New | +$4.48M | 0.02% | 377 |
|
|
2020
Q2 | – | Sell |
-205,615
| Closed | -$10.3M | – | 400 |
|
|
2020
Q1 | $10.3M | Sell |
205,615
-2,405
| -1% | -$120K | 0.2% | 33 |
|
|
2019
Q4 | $16.1M | Sell |
208,020
-1,562
| -0.7% | -$121K | 0.16% | 39 |
|
|
2019
Q3 | $15.4M | Hold |
209,582
| – | – | 0.14% | 75 |
|
|
2019
Q2 | $15.9M | Hold |
209,582
| – | – | 0.12% | 80 |
|
|
2019
Q1 | $15.7M | Sell |
209,582
-48,726
| -19% | -$3.65M | 0.1% | 63 |
|
|
2018
Q4 | $16.9M | Sell |
258,308
-51,024
| -16% | -$3.33M | 0.15% | 81 |
|
|
2018
Q3 | $25.5M | Buy |
309,332
+44,771
| +17% | +$3.69M | 0.26% | 30 |
|
|
2018
Q2 | $20.4M | Buy |
264,561
+191,944
| +264% | +$14.8M | 0.2% | 40 |
|
|
2018
Q1 | $5.48M | Sell |
72,617
-1,709
| -2% | -$129K | 0.05% | 101 |
|
|
2017
Q4 | $5.97M | Sell |
74,326
-53,284
| -42% | -$4.28M | 0.05% | 76 |
|
|
2017
Q3 | $9.64M | Hold |
127,610
| – | – | 0.06% | 77 |
|
|
2017
Q2 | $9.36M | Buy |
+127,610
| New | +$9.36M | 0.09% | 62 |
|