Advisory Services Network’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 | $245K | Buy |
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|
2025
Q1 | $210K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $98K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $88.2K | Sell |
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|
2022
Q4 | $247K | Sell |
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|
2022
Q3 | $301K | Sell |
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|
2022
Q2 | $355K | Buy |
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|
2022
Q1 | $263K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $102K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $75K | Sell |
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|
2020
Q3 | $67K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $191K | Buy |
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|
2019
Q4 | $246K | Sell |
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|
2019
Q3 | $262K | Hold |
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|
2019
Q2 | $262K | Buy |
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|
2019
Q1 | $99K | Buy |
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|
2018
Q4 | $78K | Hold |
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|
2018
Q3 | $98K | Sell |
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|
2018
Q2 | $118K | Sell |
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|
2018
Q1 | $160K | Sell |
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|
2017
Q4 | $204K | Buy |
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|
2017
Q3 | $109K | Sell |
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|
2017
Q2 | $115K | Buy |
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|
2017
Q1 | $23K | Buy |
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|
2016
Q3 | $1K | Hold |
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|
2016
Q2 | $1K | Hold |
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|
2016
Q1 | $1K | Hold |
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|
2015
Q4 | $1K | Sell |
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|
2015
Q3 | $16K | Hold |
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|
2015
Q2 | $18K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1K | Buy |
|