Voloridge Investment Management’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 |
-171,290
| Closed | -$18.9M | – | 1190 |
|
|
2025
Q2 | $18.9M | Sell |
171,290
-316,536
| -65% | -$31.9M | 0.07% | 341 |
|
|
2025
Q1 | $46.6M | Sell |
487,826
-169,093
| -26% | -$16.7M | 0.17% | 168 |
|
|
2024
Q4 | $63.8M | Sell |
656,919
-84,553
| -11% | -$7.99M | 0.23% | 130 |
|
|
2024
Q3 | $66.9M | Buy |
741,472
+331,164
| +81% | +$28.3M | 0.24% | 105 |
|
|
2024
Q2 | $34.4M | Buy |
410,308
+278,118
| +210% | +$25.3M | 0.13% | 231 |
|
|
2024
Q1 | $12.9M | Sell |
132,190
-4,405
| -3% | -$416K | 0.05% | 430 |
|
|
2023
Q4 | $13.5M | Buy |
136,595
+67,330
| +97% | +$5.62M | 0.05% | 404 |
|
|
2023
Q3 | $5.84M | Buy |
+69,265
| New | +$6.09M | 0.03% | 608 |
|
|
2023
Q2 | – | Sell |
-32,258
| Closed | -$2.87M | – | 1364 |
|
|
2023
Q1 | $2.87M | Buy |
+32,258
| New | +$3.06M | 0.01% | 864 |
|
|
2022
Q4 | – | Sell |
-10,131
| Closed | -$888K | – | 1440 |
|
|
2022
Q3 | $888K | Sell |
10,131
-45,660
| -82% | -$4.42M | ﹤0.01% | 1179 |
|
|
2022
Q2 | $5.37M | Sell |
55,791
-453
| -0.8% | -$48.1K | 0.03% | 646 |
|
|
2022
Q1 | $6.63M | Buy |
56,244
+29,754
| +112% | +$3.45M | 0.04% | 543 |
|
|
2021
Q4 | $2.85M | Buy |
26,490
+12,284
| +86% | +$1.32M | 0.02% | 934 |
|
|
2021
Q3 | $1.42M | Buy |
14,206
+2,654
| +23% | +$267K | 0.01% | 1167 |
|
|
2021
Q2 | $1.19M | Buy |
+11,552
| New | +$1.14M | 0.01% | 1195 |
|
|
2021
Q1 | – | Sell |
-16,907
| Closed | -$1.28M | – | 1400 |
|
|
2020
Q4 | $1.28M | Buy |
+16,907
| New | +$1.16M | 0.01% | 891 |
|
|
2020
Q3 | – | Sell |
-59,408
| Closed | -$3.15M | – | 1253 |
|
|
2020
Q2 | $3.15M | Buy |
59,408
+36,394
| +158% | +$1.86M | 0.04% | 479 |
|
|
2020
Q1 | $1.16M | Buy |
+23,014
| New | +$1.56M | 0.03% | 475 |
|
|
2019
Q4 | – | Sell |
-27,624
| Closed | -$2.04M | – | 1092 |
|
|
2019
Q3 | $2.04M | Sell |
27,624
-8,233
| -23% | -$600K | 0.04% | 447 |
|
|
2019
Q2 | $2.71M | Buy |
+35,857
| New | +$2.74M | 0.07% | 266 |
|
|
2018
Q2 | – | Sell |
-17,636
| Closed | -$1.33M | – | 421 |
|
|
2018
Q1 | $1.33M | Buy |
+17,636
| New | +$1.39M | 0.03% | 328 |
|
|
2017
Q2 | – | Sell |
-3,351
| Closed | -$251K | – | 422 |
|
|
2017
Q1 | $251K | Sell |
3,351
-24,069
| -88% | -$1.82M | 0.01% | 453 |
|
|
2016
Q4 | $1.97M | Buy |
+27,420
| New | +$1.83M | 0.04% | 410 |
|
|
2015
Q4 | – | Sell |
-92,265
| Closed | -$5.03M | – | 194 |
|
|
2015
Q3 | $5.03M | Buy |
+92,265
| New | +$5.07M | 0.24% | 111 |
|
|
2015
Q2 | – | Sell |
-34,532
| Closed | -$2.07M | – | 304 |
|
|
2015
Q1 | $2.07M | Buy |
+34,532
| New | +$2.14M | 0.1% | 179 |
|
Other funds holding BMO
