Annex Advisory Services’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 | $312K | Buy |
2,819
+562
| +25% | +$62.2K | 0.01% | 249 |
|
|
2025
Q1 | $216K | Buy |
2,257
+25
| +1% | +$2.39K | 0.01% | 283 |
|
|
2024
Q4 | $217K | Sell |
2,232
-578
| -21% | -$56.1K | 0.01% | 287 |
|
|
2024
Q3 | $253K | Buy |
2,810
+387
| +16% | +$34.9K | 0.01% | 247 |
|
|
2024
Q2 | $203K | Hold |
2,423
| – | – | 0.01% | 271 |
|
|
2024
Q1 | $237K | Buy |
2,423
+98
| +4% | +$9.57K | 0.01% | 251 |
|
|
2023
Q4 | $230K | Buy |
+2,325
| New | +$230K | 0.01% | 243 |
|
|
2023
Q3 | – | Sell |
-3,844
| Closed | -$347K | – | 256 |
|
|
2023
Q2 | $347K | Buy |
3,844
+1,169
| +44% | +$106K | 0.02% | 171 |
|
|
2023
Q1 | $238K | Sell |
2,675
-427
| -14% | -$38.1K | 0.01% | 207 |
|
|
2022
Q4 | $281K | Sell |
3,102
-720
| -19% | -$65.2K | 0.02% | 194 |
|
|
2022
Q3 | $335K | Sell |
3,822
-33
| -0.9% | -$2.89K | 0.02% | 164 |
|
|
2022
Q2 | $371K | Buy |
3,855
+34
| +0.9% | +$3.27K | 0.03% | 167 |
|
|
2022
Q1 | $451K | Buy |
3,821
+1
| +0% | +$118 | 0.03% | 158 |
|
|
2021
Q4 | $411K | Buy |
3,820
+1,475
| +63% | +$159K | 0.03% | 168 |
|
|
2021
Q3 | $234K | Sell |
2,345
-1,919
| -45% | -$191K | 0.02% | 187 |
|
|
2021
Q2 | $437K | Buy |
4,264
+869
| +26% | +$89.1K | 0.04% | 150 |
|
|
2021
Q1 | $303K | Buy |
3,395
+11
| +0.3% | +$982 | 0.03% | 165 |
|
|
2020
Q4 | $257K | Buy |
+3,384
| New | +$257K | 0.03% | 163 |
|
|
2020
Q2 | – | Sell |
-6,270
| Closed | -$315K | – | 124 |
|
|
2020
Q1 | $315K | Hold |
6,270
| – | – | 0.04% | 97 |
|
|
2019
Q4 | $485K | Buy |
6,270
+2,029
| +48% | +$157K | 0.06% | 87 |
|
|
2019
Q3 | $313K | Buy |
4,241
+1,079
| +34% | +$79.6K | 0.04% | 98 |
|
|
2019
Q2 | $239K | Hold |
3,162
| – | – | 0.03% | 106 |
|
|
2019
Q1 | $237K | Sell |
3,162
-235
| -7% | -$17.6K | 0.04% | 111 |
|
|
2018
Q4 | $222K | Buy |
+3,397
| New | +$222K | 0.04% | 111 |
|