Blue Bell Private Wealth Management’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 | $125K | Hold |
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|
2025
Q2 | $106K | Hold |
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|
2025
Q1 | $91.7K | Hold |
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|
2024
Q4 | $93.2K | Hold |
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|
2024
Q3 | $86.6K | Hold |
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|
2024
Q2 | $80.5K | Hold |
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|
2024
Q1 | $93.8K | Hold |
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|
2023
Q4 | $95K | Hold |
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|
2023
Q3 | $81K | Hold |
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|
2023
Q2 | $86.7K | Hold |
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|
2023
Q1 | $85.5K | Hold |
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|
2022
Q4 | $87K | Hold |
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|
2022
Q3 | $84K | Hold |
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|
2022
Q2 | $92K | Hold |
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|
2022
Q1 | $113K | Hold |
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|
2021
Q4 | $103K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $63K | Hold |
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|
2016
Q2 | $61K | Hold |
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|
2016
Q1 | $58K | Hold |
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|
2015
Q4 | $54K | Hold |
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|
2015
Q3 | $52K | Hold |
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|
2015
Q2 | $57K | Hold |
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|
2015
Q1 | $57K | Hold |
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|
2014
Q4 | $67K | Hold |
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|
2014
Q3 | $71K | Hold |
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|
2014
Q2 | $71K | Hold |
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|
2014
Q1 | $64K | Hold |
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|
2013
Q4 | $64K | Buy |
|