Versant Capital Management’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 | $330K | Buy |
2,981
+62
| +2% | +$6.86K | 0.05% | 291 |
|
|
2025
Q1 | $279K | Buy |
2,919
+2,866
| +5,408% | +$274K | 0.05% | 309 |
|
|
2024
Q4 | $5.14K | Buy |
+53
| New | +$5.14K | ﹤0.01% | 1746 |
|
|
2024
Q3 | – | Sell |
-30
| Closed | -$2.52K | – | 2020 |
|
|
2024
Q2 | $2.52K | Buy |
+30
| New | +$2.52K | ﹤0.01% | 1445 |
|
|
2019
Q2 | – | Sell |
-55
| Closed | -$4K | – | 1418 |
|
|
2019
Q1 | $4K | Sell |
55
-21
| -28% | -$1.53K | ﹤0.01% | 1145 |
|
|
2018
Q4 | $4K | Hold |
76
| – | – | ﹤0.01% | 1075 |
|
|
2018
Q3 | $6K | Hold |
76
| – | – | ﹤0.01% | 1019 |
|
|
2018
Q2 | $5K | Hold |
76
| – | – | ﹤0.01% | 1072 |
|
|
2018
Q1 | $5K | Hold |
76
| – | – | ﹤0.01% | 1055 |
|
|
2017
Q4 | $6K | Hold |
76
| – | – | ﹤0.01% | 1058 |
|
|
2017
Q3 | $5K | Hold |
76
| – | – | ﹤0.01% | 1042 |
|
|
2017
Q2 | $5K | Hold |
76
| – | – | ﹤0.01% | 1040 |
|
|
2017
Q1 | $5K | Hold |
76
| – | – | ﹤0.01% | 1029 |
|
|
2016
Q4 | $5K | Hold |
76
| – | – | ﹤0.01% | 1003 |
|
|
2016
Q3 | $4K | Sell |
76
-2
| -3% | -$105 | ﹤0.01% | 1024 |
|
|
2016
Q2 | $4K | Hold |
78
| – | – | ﹤0.01% | 1001 |
|
|
2016
Q1 | $4K | Hold |
78
| – | – | ﹤0.01% | 987 |
|
|
2015
Q4 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 971 |
|