Boltwood Capital 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 | $570K | Hold |
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|
2025
Q2 | $484K | Buy |
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|
2025
Q1 | $413K | Buy |
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|
2024
Q4 | $417K | Buy |
|
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|
2024
Q3 | $372K | Buy |
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|
2024
Q2 | $335K | Hold |
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|
2024
Q1 | $391K | Hold |
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|
2023
Q4 | $396K | Hold |
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|
2023
Q3 | $337K | Hold |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $356K | Hold |
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|
2022
Q4 | $362K | Hold |
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|
2022
Q3 | $351K | Hold |
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|
2022
Q2 | $385K | Hold |
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|
2022
Q1 | $472K | Hold |
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|
2021
Q4 | $431K | Hold |
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|
2021
Q3 | $399K | Hold |
|
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|
2021
Q2 | $410K | Hold |
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|
2021
Q1 | $356K | Hold |
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|
2020
Q4 | $304K | Hold |
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|
2020
Q3 | $234K | Hold |
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|
2020
Q2 | $212K | Hold |
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|
2020
Q1 | $201K | Hold |
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|
2019
Q4 | $310K | Hold |
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|
2019
Q3 | $295K | Hold |
|
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|
2019
Q2 | $302K | Hold |
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|
2019
Q1 | $299K | Hold |
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|
2018
Q4 | $261K | Hold |
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|
2018
Q3 | $330K | Hold |
|
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|
2018
Q2 | $309K | Hold |
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|
2018
Q1 | $302K | Hold |
|
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|
2017
Q4 | $320K | Hold |
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|
2017
Q3 | $302K | Hold |
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|
2017
Q2 | $293K | Buy |
|