Berger Financial Group’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
Q3 | $1.22M | Sell |
|
|||||
|
2025
Q2 | $1.05M | Sell |
|
|||||
|
2025
Q1 | $918K | Sell |
|
|||||
|
2024
Q4 | $954K | Sell |
|
|||||
|
2024
Q3 | $899K | Sell |
|
|||||
|
2024
Q2 | $845K | Sell |
|
|||||
|
2024
Q1 | $994K | Buy |
|
|||||
|
2023
Q4 | $824K | Sell |
|
|||||
|
2023
Q3 | $720K | Sell |
|
|||||
|
2023
Q2 | $786K | Sell |
|
|||||
|
2023
Q1 | $782K | Sell |
|
|||||
|
2022
Q4 | $811K | Sell |
|
|||||
|
2022
Q3 | $810K | Buy |
|
|||||
|
2022
Q2 | $858K | Buy |
|
|||||
|
2022
Q1 | $1.05M | Sell |
|
|||||
|
2021
Q4 | $963K | Buy |
|
|||||
|
2021
Q3 | $832K | Sell |
|
|||||
|
2021
Q2 | $861K | Sell |
|
|||||
|
2021
Q1 | $780K | Sell |
|
|||||
|
2020
Q4 | $727K | Buy |
|