VPI
Value Partners Investments’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.1M | Sell |
506,862
-1,273
| -0.3% | -$141K | 4.38% | 9 |
|
|
2025
Q1 | $48.6M | Buy |
508,135
+395,627
| +352% | +$37.8M | 4.19% | 10 |
|
|
2024
Q4 | $13.3M | Sell |
112,508
-1,408,540
| -93% | -$167M | 3.08% | 9 |
|
|
2024
Q3 | $162M | Buy |
1,521,048
+762,891
| +101% | +$81M | 5.56% | 8 |
|
|
2024
Q2 | $63.6M | Sell |
758,157
-996
| -0.1% | -$83.6K | 5.52% | 8 |
|
|
2024
Q1 | $74.1M | Sell |
759,153
-15,757
| -2% | -$1.54M | 6.06% | 6 |
|
|
2023
Q4 | $76.8M | Buy |
774,910
+2,616
| +0.3% | +$259K | 6.14% | 6 |
|
|
2023
Q3 | $65.5M | Buy |
772,294
+108,177
| +16% | +$9.17M | 5.42% | 7 |
|
|
2023
Q2 | $60M | Buy |
664,117
+2,647
| +0.4% | +$239K | 4.82% | 13 |
|
|
2023
Q1 | $58.8M | Buy |
661,470
+45,194
| +7% | +$4.02M | 4.83% | 12 |
|
|
2022
Q4 | $55.8M | Buy |
616,276
+434
| +0.1% | +$39.3K | 4.85% | 12 |
|
|
2022
Q3 | $54.4M | Buy |
615,842
+66,032
| +12% | +$5.83M | 5.43% | 7 |
|
|
2022
Q2 | $52.8M | Buy |
549,810
+624
| +0.1% | +$59.9K | 4.86% | 11 |
|
|
2022
Q1 | $64.7M | Sell |
549,186
-83,917
| -13% | -$9.88M | 5.48% | 11 |
|
|
2021
Q4 | $68M | Buy |
633,103
+140
| +0% | +$15K | 5.52% | 6 |
|
|
2021
Q3 | $62.8M | Sell |
632,963
-52,016
| -8% | -$5.16M | 5.33% | 4 |
|
|
2021
Q2 | $70.2M | Sell |
684,979
-13,970
| -2% | -$1.43M | 5.72% | 5 |
|
|
2021
Q1 | $62.3M | Sell |
698,949
-115,071
| -14% | -$10.3M | 5.4% | 5 |
|
|
2020
Q4 | $61.9M | Sell |
814,020
-67,167
| -8% | -$5.11M | 5.47% | 5 |
|
|
2020
Q3 | $51.4M | Sell |
881,187
-198,772
| -18% | -$11.6M | 5.21% | 8 |
|
|
2020
Q2 | $57.3M | Buy |
1,079,959
+307,877
| +40% | +$16.3M | 5.9% | 4 |
|
|
2020
Q1 | $38.7M | Buy |
772,082
+139,209
| +22% | +$6.97M | 5.76% | 11 |
|
|
2019
Q4 | $49M | Buy |
+632,873
| New | +$49M | 6.16% | 8 |
|