Brighton Jones 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
Q3 | $463K | Buy |
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|
2025
Q2 | $366K | Buy |
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|
2025
Q1 | $312K | Sell |
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|
2024
Q4 | $317K | Sell |
|
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|
2024
Q3 | $306K | Sell |
|
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|
2024
Q2 | $307K | Buy |
|
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|
2024
Q1 | $352K | Buy |
|
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|
2023
Q4 | $356K | Buy |
|
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|
2023
Q3 | $298K | Buy |
|
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|
2023
Q2 | $306K | Buy |
|
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|
2023
Q1 | $298K | Sell |
|
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|
2022
Q4 | $327K | Buy |
|
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $324K | Sell |
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|
2022
Q1 | $421K | Buy |
|
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|
2021
Q4 | $381K | Sell |
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|
2021
Q3 | $372K | Buy |
|
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|
2021
Q2 | $355K | Sell |
|
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|
2021
Q1 | $327K | Hold |
|
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|
2020
Q4 | $279K | Sell |
|
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|
2020
Q3 | $236K | Hold |
|
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|
2020
Q2 | $214K | Sell |
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|
2020
Q1 | $203K | Hold |
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|
2019
Q4 | $314K | Sell |
|
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|
2019
Q3 | $300K | Hold |
|
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|
2019
Q2 | $307K | Buy |
|
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|
2019
Q1 | $302K | Hold |
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|
2018
Q4 | $263K | Buy |
|