Caldwell Trust’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Hold |
1,500
|
|
||||
|
2025
Q1 | $143K | Hold |
1,500
|
|
||||
|
2024
Q4 | $146K | Hold |
1,500
|
|
||||
|
2024
Q3 | $135K | Hold |
1,500
|
|
||||
|
2024
Q2 | $126K | Hold |
1,500
|
|
||||
|
2024
Q1 | $147K | Hold |
1,500
|
|
||||
|
2023
Q4 | $148K | Hold |
1,500
|
|
||||
|
2023
Q3 | $127K | Hold |
1,500
|
|
||||
|
2023
Q2 | $135K | Hold |
1,500
|
|
||||
|
2023
Q1 | $134K | Hold |
1,500
|
|
||||
|
2022
Q4 | $136K | Hold |
1,500
|
|
||||
|
2022
Q3 | $131K | Hold |
1,500
|
|
||||
|
2022
Q2 | $144K | Hold |
1,500
|
|
||||
|
2022
Q1 | $177K | Hold |
1,500
|
|
||||
|
2021
Q4 | $162K | Hold |
1,500
|
|
||||
|
2021
Q3 | $150K | Buy |
1,500
+500
|
|
||||
|
2021
Q2 | $103K | Hold |
1,000
|
|
||||
|
2021
Q1 | $89.1K | Hold |
1,000
|
|
||||
|
2020
Q4 | $76K | Sell |
1,000
-200
|
|
||||
|
2020
Q3 | $70.1K | Buy |
1,200
+1,000
|
|
||||
|
2020
Q2 | $10.6K | Hold |
200
|
|
||||
|
2020
Q1 | $10.1K | Hold |
200
|
|
||||
|
2019
Q4 | $15.5K | Buy |
+200
|
|