Berger Financial Group’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 | $1.05M | Sell |
9,531
-80
| -0.8% | -$8.85K | 0.07% | 185 |
|
|
2025
Q1 | $918K | Sell |
9,611
-216
| -2% | -$20.6K | 0.06% | 193 |
|
|
2024
Q4 | $954K | Sell |
9,827
-145
| -1% | -$14.1K | 0.07% | 175 |
|
|
2024
Q3 | $899K | Sell |
9,972
-105
| -1% | -$9.47K | 0.06% | 168 |
|
|
2024
Q2 | $845K | Sell |
10,077
-95
| -0.9% | -$7.97K | 0.07% | 165 |
|
|
2024
Q1 | $994K | Buy |
10,172
+1,841
| +22% | +$180K | 0.08% | 152 |
|
|
2023
Q4 | $824K | Sell |
8,331
-200
| -2% | -$19.8K | 0.09% | 131 |
|
|
2023
Q3 | $720K | Sell |
8,531
-170
| -2% | -$14.3K | 0.08% | 135 |
|
|
2023
Q2 | $786K | Sell |
8,701
-79
| -0.9% | -$7.13K | 0.09% | 125 |
|
|
2023
Q1 | $782K | Sell |
8,780
-167
| -2% | -$14.9K | 0.09% | 126 |
|
|
2022
Q4 | $811K | Sell |
8,947
-300
| -3% | -$27.2K | 0.11% | 119 |
|
|
2022
Q3 | $810K | Buy |
9,247
+323
| +4% | +$28.3K | 0.12% | 112 |
|
|
2022
Q2 | $858K | Buy |
8,924
+29
| +0.3% | +$2.79K | 0.13% | 100 |
|
|
2022
Q1 | $1.05M | Sell |
8,895
-42
| -0.5% | -$4.95K | 0.13% | 97 |
|
|
2021
Q4 | $963K | Buy |
8,937
+591
| +7% | +$63.7K | 0.13% | 106 |
|
|
2021
Q3 | $832K | Sell |
8,346
-45
| -0.5% | -$4.49K | 0.15% | 85 |
|
|
2021
Q2 | $861K | Sell |
8,391
-363
| -4% | -$37.2K | 0.16% | 84 |
|
|
2021
Q1 | $780K | Sell |
8,754
-807
| -8% | -$71.9K | 0.17% | 83 |
|
|
2020
Q4 | $727K | Buy |
+9,561
| New | +$727K | 0.13% | 106 |
|