Algert Global’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $288K | Buy |
+2,131
| New | +$296K | ﹤0.01% | 1026 |
|
|
2025
Q4 | – | Sell |
-17,671
| Closed | -$2.3M | – | 1152 |
|
|
2025
Q3 | $2.3M | Sell |
17,671
-626
| -3% | -$74.1K | 0.04% | 647 |
|
|
2025
Q2 | $2.02M | Sell |
18,297
-712
| -4% | -$71.8K | 0.04% | 631 |
|
|
2025
Q1 | $1.82M | Buy |
19,009
+1,500
| +9% | +$148K | 0.04% | 623 |
|
|
2024
Q4 | $1.7M | Buy |
17,509
+884
| +5% | +$83.6K | 0.04% | 662 |
|
|
2024
Q3 | $1.5M | Buy |
+16,625
| New | +$1.42M | 0.04% | 653 |
|
|
2023
Q3 | – | Sell |
-2,598
| Closed | -$235K | – | 1117 |
|
|
2023
Q2 | $235K | Hold |
2,598
| – | – | 0.01% | 958 |
|
|
2023
Q1 | $231K | Hold |
2,598
| – | – | 0.01% | 998 |
|
|
2022
Q4 | $235K | Buy |
+2,598
| New | +$240K | 0.01% | 977 |
|
|
2022
Q3 | – | Sell |
-2,999
| Closed | -$288K | – | 1182 |
|
|
2022
Q2 | $288K | Hold |
2,999
| – | – | 0.02% | 928 |
|
|
2022
Q1 | $353K | Buy |
+2,999
| New | +$348K | 0.02% | 928 |
|
|
2020
Q3 | – | Sell |
-7,153
| Closed | -$380K | – | 405 |
|
|
2020
Q2 | $380K | Buy |
7,153
+1,488
| +26% | +$75.9K | 0.13% | 235 |
|
|
2020
Q1 | $284K | Sell |
5,665
-900
| -14% | -$61K | 0.12% | 259 |
|
|
2019
Q4 | $509K | Buy |
+6,565
| New | +$494K | 0.15% | 206 |
|
|
2014
Q3 | – | Sell |
-24,380
| Closed | -$1.8M | – | 283 |
|
|
2014
Q2 | $1.8M | Sell |
24,380
-18,400
| -43% | -$1.28M | 1.16% | 2 |
|
|
2014
Q1 | $2.87M | Buy |
42,780
+20,240
| +90% | +$1.31M | 1.13% | 6 |
|
|
2013
Q4 | $1.5M | Buy |
+22,540
| New | +$1.53M | 0.4% | 91 |
|
|
2013
Q3 | – | Sell |
-25,720
| Closed | -$1.49M | – | 341 |
|
|
2013
Q2 | $1.49M | Buy |
+25,720
| New | +$1.56M | 0.46% | 76 |
|
Other funds holding BMO
VCM
