Wolverine Trading’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 | – | Hold |
0
| – | – | – | 1387 |
|
|
2025
Q1 | – | Sell |
-30,994
| Closed | -$3M | – | 1436 |
|
|
2024
Q4 | $3M | Buy |
30,994
+11,501
| +59% | +$1.11M | ﹤0.01% | 245 |
|
|
2024
Q3 | $1.76M | Buy |
19,493
+13,402
| +220% | +$1.21M | ﹤0.01% | 253 |
|
|
2024
Q2 | $511K | Sell |
6,091
-451
| -7% | -$37.8K | ﹤0.01% | 643 |
|
|
2024
Q1 | $639K | Sell |
6,542
-8,077
| -55% | -$789K | ﹤0.01% | 551 |
|
|
2023
Q4 | $1.45M | Sell |
14,619
-10,116
| -41% | -$1M | ﹤0.01% | 319 |
|
|
2023
Q3 | $2.09M | Buy |
24,735
+22,236
| +890% | +$1.88M | ﹤0.01% | 217 |
|
|
2023
Q2 | $224K | Buy |
+2,499
| New | +$224K | ﹤0.01% | 806 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1179 |
|
|
2022
Q4 | – | Sell |
-4,691
| Closed | -$415K | – | 1130 |
|
|
2022
Q3 | $415K | Buy |
4,691
+225
| +5% | +$19.9K | ﹤0.01% | 604 |
|
|
2022
Q2 | $430K | Buy |
+4,466
| New | +$430K | ﹤0.01% | 582 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1625 |
|
|
2021
Q4 | – | Sell |
-27,009
| Closed | -$2.71M | – | 1821 |
|
|
2021
Q3 | $2.71M | Buy |
+27,009
| New | +$2.71M | ﹤0.01% | 315 |
|
|
2021
Q1 | – | Sell |
-3,825
| Closed | -$290K | – | 1853 |
|
|
2020
Q4 | $290K | Buy |
+3,825
| New | +$290K | ﹤0.01% | 1072 |
|
|
2019
Q4 | – | Sell |
-5,885
| Closed | -$433K | – | 1491 |
|
|
2019
Q3 | $433K | Buy |
+5,885
| New | +$433K | ﹤0.01% | 704 |
|
|
2019
Q1 | – | Sell |
-5,100
| Closed | -$332K | – | 1283 |
|
|
2018
Q4 | $332K | Buy |
+5,100
| New | +$332K | ﹤0.01% | 812 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1560 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 1445 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 1461 |
|
|
2017
Q1 | – | Sell |
-7,177
| Closed | -$516K | – | 1311 |
|
|
2016
Q4 | $516K | Buy |
7,177
+2,868
| +67% | +$206K | ﹤0.01% | 555 |
|
|
2016
Q3 | $282K | Buy |
+4,309
| New | +$282K | ﹤0.01% | 717 |
|