Bartlett & Co Wealth Management’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
Q1 | – | Sell |
-1,330
| Closed | -$129K | – | 1235 |
|
|
2024
Q4 | $129K | Hold |
1,330
| – | – | ﹤0.01% | 508 |
|
|
2024
Q3 | $120K | Hold |
1,330
| – | – | ﹤0.01% | 521 |
|
|
2024
Q2 | $112K | Sell |
1,330
-100
| -7% | -$8.39K | ﹤0.01% | 528 |
|
|
2024
Q1 | $140K | Buy |
1,430
+100
| +8% | +$9.77K | ﹤0.01% | 504 |
|
|
2023
Q4 | $131K | Hold |
1,330
| – | – | ﹤0.01% | 537 |
|
|
2023
Q3 | $112K | Hold |
1,330
| – | – | ﹤0.01% | 523 |
|
|
2023
Q2 | $120K | Hold |
1,330
| – | – | ﹤0.01% | 518 |
|
|
2023
Q1 | $119K | Hold |
1,330
| – | – | ﹤0.01% | 445 |
|
|
2022
Q4 | $120K | Hold |
1,330
| – | – | ﹤0.01% | 445 |
|
|
2022
Q3 | $117K | Hold |
1,330
| – | – | ﹤0.01% | 443 |
|
|
2022
Q2 | $128K | Hold |
1,330
| – | – | ﹤0.01% | 425 |
|
|
2022
Q1 | $157K | Buy |
+1,330
| New | +$157K | ﹤0.01% | 415 |
|
|
2021
Q4 | – | Sell |
-1,330
| Closed | -$133K | – | 463 |
|
|
2021
Q3 | $133K | Hold |
1,330
| – | – | ﹤0.01% | 378 |
|
|
2021
Q2 | $136K | Hold |
1,330
| – | – | ﹤0.01% | 366 |
|
|
2021
Q1 | $119K | Hold |
1,330
| – | – | ﹤0.01% | 393 |
|
|
2020
Q4 | $101K | Hold |
1,330
| – | – | ﹤0.01% | 409 |
|
|
2020
Q3 | $77.7K | Hold |
1,330
| – | – | ﹤0.01% | 421 |
|
|
2020
Q2 | $70.6K | Hold |
1,330
| – | – | ﹤0.01% | 435 |
|
|
2020
Q1 | $66.8K | Hold |
1,330
| – | – | ﹤0.01% | 418 |
|
|
2019
Q4 | $103K | Hold |
1,330
| – | – | ﹤0.01% | 401 |
|
|
2019
Q3 | $98.1K | Buy |
+1,330
| New | +$98.1K | ﹤0.01% | 400 |
|