Baskin Financial 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 | $761K | Sell |
6,872
-556
| -7% | -$61.6K | 0.06% | 39 |
|
|
2025
Q1 | $709K | Buy |
7,428
+4,256
| +134% | +$406K | 0.06% | 39 |
|
|
2024
Q4 | $308K | Hold |
3,172
| – | – | 0.02% | 44 |
|
|
2024
Q3 | $286K | Hold |
3,172
| – | – | 0.02% | 44 |
|
|
2024
Q2 | $266K | Sell |
3,172
-1,258
| -28% | -$105K | 0.02% | 44 |
|
|
2024
Q1 | $432K | Sell |
4,430
-157
| -3% | -$15.3K | 0.04% | 42 |
|
|
2023
Q4 | $454K | Sell |
4,587
-1,987
| -30% | -$197K | 0.04% | 45 |
|
|
2023
Q3 | $554K | Hold |
6,574
| – | – | 0.06% | 46 |
|
|
2023
Q2 | $593K | Sell |
6,574
-100
| -1% | -$9.02K | 0.06% | 45 |
|
|
2023
Q1 | $594K | Sell |
6,674
-887
| -12% | -$78.9K | 0.06% | 47 |
|
|
2022
Q4 | $684K | Buy |
7,561
+873
| +13% | +$79K | 0.08% | 44 |
|
|
2022
Q3 | $585K | Sell |
6,688
-175
| -3% | -$15.3K | 0.07% | 43 |
|
|
2022
Q2 | $659K | Sell |
6,863
-1,040
| -13% | -$99.9K | 0.07% | 44 |
|
|
2022
Q1 | $930K | Hold |
7,903
| – | – | 0.08% | 44 |
|
|
2021
Q4 | $850K | Sell |
7,903
-769
| -9% | -$82.7K | 0.07% | 44 |
|
|
2021
Q3 | $864K | Sell |
8,672
-555
| -6% | -$55.3K | 0.08% | 42 |
|
|
2021
Q2 | $945K | Sell |
9,227
-320
| -3% | -$32.8K | 0.09% | 42 |
|
|
2021
Q1 | $851K | Sell |
9,547
-534
| -5% | -$47.6K | 0.09% | 41 |
|
|
2020
Q4 | $766K | Sell |
10,081
-816
| -7% | -$62K | 0.08% | 42 |
|
|
2020
Q3 | $637K | Sell |
10,897
-4,295
| -28% | -$251K | 0.08% | 41 |
|
|
2020
Q2 | $808K | Sell |
15,192
-3,323
| -18% | -$177K | 0.12% | 36 |
|
|
2020
Q1 | $935K | Buy |
18,515
+798
| +5% | +$40.3K | 0.17% | 37 |
|
|
2019
Q4 | $1.37M | Buy |
17,717
+55
| +0.3% | +$4.26K | 0.2% | 37 |
|
|
2019
Q3 | $1.3M | Sell |
17,662
-3,179
| -15% | -$234K | 0.21% | 37 |
|
|
2019
Q2 | $1.57M | Sell |
20,841
-230
| -1% | -$17.4K | 0.27% | 36 |
|
|
2019
Q1 | $1.58M | Sell |
21,071
-16
| -0.1% | -$1.2K | 0.29% | 37 |
|
|
2018
Q4 | $1.38M | Sell |
21,087
-1,807
| -8% | -$118K | 0.3% | 37 |
|
|
2018
Q3 | $1.89M | Buy |
22,894
+1,337
| +6% | +$110K | 0.34% | 37 |
|
|
2018
Q2 | $1.67M | Sell |
21,557
-1,768
| -8% | -$137K | 0.31% | 40 |
|
|
2018
Q1 | $1.76M | Buy |
23,325
+694
| +3% | +$52.3K | 0.34% | 40 |
|
|
2017
Q4 | $1.82M | Buy |
22,631
+164
| +0.7% | +$13.2K | 0.35% | 40 |
|
|
2017
Q3 | $1.7M | Buy |
22,467
+2,497
| +13% | +$188K | 0.33% | 41 |
|
|
2017
Q2 | $1.47M | Sell |
19,970
-199
| -1% | -$14.6K | 0.31% | 40 |
|
|
2017
Q1 | $1.5M | Buy |
20,169
+2,706
| +15% | +$202K | 0.33% | 39 |
|
|
2016
Q4 | $1.26M | Buy |
17,463
+2,428
| +16% | +$175K | 0.31% | 39 |
|
|
2016
Q3 | $985K | Buy |
15,035
+1,709
| +13% | +$112K | 0.26% | 38 |
|
|
2016
Q2 | $838K | Buy |
13,326
+1,355
| +11% | +$85.2K | 0.24% | 38 |
|
|
2016
Q1 | $727K | Sell |
11,971
-1,835
| -13% | -$111K | 0.21% | 38 |
|
|
2015
Q4 | $779K | Buy |
13,806
+3,678
| +36% | +$208K | 0.24% | 37 |
|
|
2015
Q3 | $552K | Buy |
10,128
+456
| +5% | +$24.9K | 0.19% | 36 |
|
|
2015
Q2 | $573K | Buy |
9,672
+700
| +8% | +$41.5K | 0.18% | 36 |
|
|
2015
Q1 | $538K | Buy |
8,972
+805
| +10% | +$48.3K | 0.18% | 35 |
|
|
2014
Q4 | $579K | Buy |
8,167
+777
| +11% | +$55.1K | 0.19% | 36 |
|
|
2014
Q3 | $544K | Hold |
7,390
| – | – | 0.19% | 36 |
|
|
2014
Q2 | $544K | Sell |
7,390
-570
| -7% | -$42K | 0.19% | 36 |
|
|
2014
Q1 | $533K | Buy |
+7,960
| New | +$533K | 0.2% | 36 |
|