Bogart Wealth LLC’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
Q2 | $244K | Hold |
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|
2025
Q1 | $210K | Hold |
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|
2024
Q4 | $214K | Hold |
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|
2024
Q3 | $199K | Hold |
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|
2024
Q2 | $185K | Hold |
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|
2024
Q1 | $215K | Hold |
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|
2023
Q4 | $218K | Hold |
|
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|
2023
Q3 | $186K | Sell |
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|
2023
Q2 | $200K | Buy |
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|
2023
Q1 | $149K | Sell |
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|
2022
Q4 | $170K | Sell |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $250K | Hold |
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|
2022
Q1 | $307K | Buy |
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|
2021
Q4 | $258K | Hold |
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|
2021
Q3 | $238K | Hold |
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|
2021
Q2 | $245K | Hold |
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|
2021
Q1 | $213K | Sell |
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|
2020
Q4 | $217K | Sell |
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|
2020
Q3 | $171K | Hold |
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|
2020
Q2 | $156K | Sell |
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|
2020
Q1 | $185K | Sell |
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|
2019
Q4 | $2.9M | Buy |
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|
2019
Q3 | $2.69M | Buy |
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|
2019
Q2 | $2.72M | Buy |
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|
2019
Q1 | $2.37M | Buy |
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|
2018
Q4 | $1.94M | Buy |
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|
2018
Q3 | $2.39M | Buy |
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|
2018
Q2 | $2.15M | Buy |
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|
2018
Q1 | $2.05M | Buy |
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|
2017
Q4 | $1.99M | Buy |
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|
2017
Q3 | $1.84M | Buy |
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|
2017
Q2 | $1.74M | Buy |
|
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|
2017
Q1 | $1.29M | Sell |
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|
2016
Q4 | $1.3M | Buy |
|