Advisornet Financial’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
Q2 | – | Sell |
-58
| Closed | -$5.54K | – | 2247 |
|
|
2025
Q1 | $5.54K | Buy |
+58
| New | +$5.74K | ﹤0.01% | 1590 |
|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$90.2K | – | 1996 |
|
|
2024
Q3 | $90.2K | Hold |
1,000
| – | – | 0.01% | 732 |
|
|
2024
Q2 | $83.8K | Hold |
1,000
| – | – | 0.01% | 680 |
|
|
2024
Q1 | $97.7K | Hold |
1,000
| – | – | 0.01% | 643 |
|
|
2023
Q4 | $98.9K | Hold |
1,000
| – | – | 0.01% | 646 |
|
|
2023
Q3 | $84.4K | Hold |
1,000
| – | – | 0.01% | 658 |
|
|
2023
Q2 | $90.3K | Hold |
1,000
| – | – | 0.01% | 669 |
|
|
2023
Q1 | $89.1K | Hold |
1,000
| – | – | 0.01% | 647 |
|
|
2022
Q4 | $90.6K | Hold |
1,000
| – | – | 0.01% | 644 |
|
|
2022
Q3 | $88K | Hold |
1,000
| – | – | 0.01% | 689 |
|
|
2022
Q2 | $96K | Sell |
1,000
-1,320
| -57% | -$140K | 0.01% | 680 |
|
|
2022
Q1 | $274K | Sell |
2,320
-200
| -8% | -$23.2K | 0.02% | 483 |
|
|
2021
Q4 | $271K | Hold |
2,520
| – | – | 0.02% | 527 |
|
|
2021
Q3 | $251K | Sell |
2,520
-40
| -2% | -$4.03K | 0.02% | 512 |
|
|
2021
Q2 | $263K | Sell |
2,560
-2,000
| -44% | -$197K | 0.02% | 525 |
|
|
2021
Q1 | $406K | Hold |
4,560
| – | – | 0.03% | 399 |
|
|
2020
Q4 | $347K | Sell |
4,560
-304
| -6% | -$20.8K | 0.03% | 400 |
|
|
2020
Q3 | $284K | Buy |
4,864
+2,000
| +70% | +$116K | 0.02% | 428 |
|
|
2020
Q2 | $152K | Hold |
2,864
| – | – | 0.01% | 555 |
|
|
2020
Q1 | $144K | Hold |
2,864
| – | – | 0.01% | 528 |
|
|
2019
Q4 | $222K | Sell |
2,864
-375
| -12% | -$28.2K | 0.02% | 479 |
|
|
2019
Q3 | $239K | Buy |
3,239
+1,304
| +67% | +$95K | 0.02% | 464 |
|
|
2019
Q2 | $146K | Buy |
1,935
+409
| +27% | +$31.3K | 0.02% | 512 |
|
|
2019
Q1 | $114K | Hold |
1,526
| – | – | 0.01% | 525 |
|
|
2018
Q4 | $100K | Hold |
1,526
| – | – | 0.01% | 516 |
|
|
2018
Q3 | $126K | Hold |
1,526
| – | – | 0.02% | 507 |
|
|
2018
Q2 | $118K | Buy |
1,526
+911
| +148% | +$70.1K | 0.02% | 484 |
|
|
2018
Q1 | $46K | Buy |
615
+300
| +95% | +$23.6K | 0.01% | 714 |
|
|
2017
Q4 | $25K | Buy |
+315
| New | +$24.6K | ﹤0.01% | 814 |
|
Other funds holding BMO
