Boltwood Capital 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	$484K	Buy	4,375 +50	+1%	+$5.53K	0.14%	128
2025 Q1	$413K	Buy	4,325 +25	+0.6%	+$2.39K	0.13%	130
2024 Q4	$417K	Buy	4,300 +175	+4%	+$17K	0.13%	126
2024 Q3	$372K	Buy	4,125 +125	+3%	+$11.3K	0.11%	133
2024 Q2	$335K	Hold	4,000	–	–	0.1%	137
2024 Q1	$391K	Hold	4,000	–	–	0.12%	131
2023 Q4	$396K	Hold	4,000	–	–	0.13%	122
2023 Q3	$337K	Hold	4,000	–	–	0.13%	122
2023 Q2	$361K	Hold	4,000	–	–	0.13%	124
2023 Q1	$356K	Hold	4,000	–	–	0.13%	122
2022 Q4	$362K	Hold	4,000	–	–	0.15%	116
2022 Q3	$351K	Hold	4,000	–	–	0.16%	116
2022 Q2	$385K	Hold	4,000	–	–	0.17%	116
2022 Q1	$472K	Hold	4,000	–	–	0.18%	115
2021 Q4	$431K	Hold	4,000	–	–	0.16%	116
2021 Q3	$399K	Hold	4,000	–	–	0.16%	121
2021 Q2	$410K	Hold	4,000	–	–	0.17%	118
2021 Q1	$356K	Hold	4,000	–	–	0.16%	121
2020 Q4	$304K	Hold	4,000	–	–	0.15%	124
2020 Q3	$234K	Hold	4,000	–	–	0.13%	133
2020 Q2	$212K	Hold	4,000	–	–	0.13%	124
2020 Q1	$201K	Hold	4,000	–	–	0.14%	124
2019 Q4	$310K	Hold	4,000	–	–	0.17%	120
2019 Q3	$295K	Hold	4,000	–	–	0.19%	117
2019 Q2	$302K	Hold	4,000	–	–	0.19%	113
2019 Q1	$299K	Hold	4,000	–	–	0.19%	116
2018 Q4	$261K	Hold	4,000	–	–	0.18%	112
2018 Q3	$330K	Hold	4,000	–	–	0.2%	111
2018 Q2	$309K	Hold	4,000	–	–	0.2%	113
2018 Q1	$302K	Hold	4,000	–	–	0.21%	107
2017 Q4	$320K	Hold	4,000	–	–	0.2%	109
2017 Q3	$302K	Hold	4,000	–	–	0.2%	105
2017 Q2	$293K	Buy	+4,000	New	+$293K	0.2%	106