Blue Bell Private 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
Q2 | $106K | Hold |
960
| – | – | 0.02% | 303 |
|
|
2025
Q1 | $91.7K | Hold |
960
| – | – | 0.02% | 300 |
|
|
2024
Q4 | $93.2K | Hold |
960
| – | – | 0.02% | 283 |
|
|
2024
Q3 | $86.6K | Hold |
960
| – | – | 0.02% | 294 |
|
|
2024
Q2 | $80.5K | Hold |
960
| – | – | 0.02% | 300 |
|
|
2024
Q1 | $93.8K | Hold |
960
| – | – | 0.02% | 266 |
|
|
2023
Q4 | $95K | Hold |
960
| – | – | 0.02% | 244 |
|
|
2023
Q3 | $81K | Hold |
960
| – | – | 0.02% | 215 |
|
|
2023
Q2 | $86.7K | Hold |
960
| – | – | 0.02% | 208 |
|
|
2023
Q1 | $85.5K | Hold |
960
| – | – | 0.03% | 191 |
|
|
2022
Q4 | $87K | Hold |
960
| – | – | 0.03% | 174 |
|
|
2022
Q3 | $84K | Hold |
960
| – | – | 0.03% | 172 |
|
|
2022
Q2 | $92K | Hold |
960
| – | – | 0.03% | 163 |
|
|
2022
Q1 | $113K | Hold |
960
| – | – | 0.03% | 148 |
|
|
2021
Q4 | $103K | Buy |
+960
| New | +$103K | 0.03% | 159 |
|
|
2016
Q4 | – | Sell |
-960
| Closed | -$63K | – | 276 |
|
|
2016
Q3 | $63K | Hold |
960
| – | – | 0.04% | 181 |
|
|
2016
Q2 | $61K | Hold |
960
| – | – | 0.04% | 186 |
|
|
2016
Q1 | $58K | Hold |
960
| – | – | 0.04% | 207 |
|
|
2015
Q4 | $54K | Hold |
960
| – | – | 0.04% | 204 |
|
|
2015
Q3 | $52K | Hold |
960
| – | – | 0.04% | 209 |
|
|
2015
Q2 | $57K | Hold |
960
| – | – | 0.03% | 202 |
|
|
2015
Q1 | $57K | Hold |
960
| – | – | 0.03% | 204 |
|
|
2014
Q4 | $67K | Hold |
960
| – | – | 0.04% | 194 |
|
|
2014
Q3 | $71K | Hold |
960
| – | – | 0.04% | 201 |
|
|
2014
Q2 | $71K | Hold |
960
| – | – | 0.04% | 192 |
|
|
2014
Q1 | $64K | Hold |
960
| – | – | 0.04% | 169 |
|
|
2013
Q4 | $64K | Buy |
+960
| New | +$64K | 0.05% | 171 |
|