Capital Analysts 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45K | Sell |
331
-58
| -15% | -$8.06K | ﹤0.01% | 959 |
|
|
2025
Q4 | $51K | Buy |
389
+3
| +0.8% | +$380 | ﹤0.01% | 909 |
|
|
2025
Q3 | $50K | Buy |
386
+3
| +0.8% | +$355 | ﹤0.01% | 879 |
|
|
2025
Q2 | $42K | Sell |
383
-84
| -18% | -$8.46K | ﹤0.01% | 853 |
|
|
2025
Q1 | $45K | Buy |
467
+62
| +15% | +$6.13K | ﹤0.01% | 819 |
|
|
2024
Q4 | $39K | Buy |
405
+3
| +0.7% | +$284 | ﹤0.01% | 802 |
|
|
2024
Q3 | $36K | Sell |
402
-61
| -13% | -$5.2K | ﹤0.01% | 788 |
|
|
2024
Q2 | $39K | Buy |
463
+3
| +0.7% | +$272 | ﹤0.01% | 754 |
|
|
2024
Q1 | $45K | Buy |
460
+3
| +0.7% | +$283 | ﹤0.01% | 687 |
|
|
2023
Q4 | $45K | Buy |
457
+4
| +0.9% | +$334 | ﹤0.01% | 679 |
|
|
2023
Q3 | $38K | Buy |
453
+3
| +0.7% | +$264 | ﹤0.01% | 667 |
|
|
2023
Q2 | $41K | Buy |
450
+3
| +0.7% | +$265 | ﹤0.01% | 619 |
|
|
2023
Q1 | $40K | Buy |
447
+3
| +0.7% | +$285 | ﹤0.01% | 628 |
|
|
2022
Q4 | $40K | Buy |
444
+2
| +0.5% | +$185 | ﹤0.01% | 656 |
|
|
2022
Q3 | $39K | Buy |
442
+3
| +0.7% | +$290 | ﹤0.01% | 612 |
|
|
2022
Q2 | $42K | Buy |
439
+2
| +0.5% | +$213 | ﹤0.01% | 591 |
|
|
2022
Q1 | $52K | Buy |
437
+2
| +0.5% | +$232 | ﹤0.01% | 539 |
|
|
2021
Q4 | $47K | Buy |
435
+2
| +0.5% | +$216 | ﹤0.01% | 581 |
|
|
2021
Q3 | $43K | Buy |
433
+2
| +0.5% | +$201 | ﹤0.01% | 596 |
|
|
2021
Q2 | $44K | Buy |
431
+2
| +0.5% | +$197 | ﹤0.01% | 575 |
|
|
2021
Q1 | $38K | Buy |
+429
| New | +$35K | ﹤0.01% | 620 |
|
|
2015
Q1 | – | Sell |
-9
| Closed | -$662 | – | 386 |
|
|
2014
Q4 | $662 | Sell |
9
-12,959
| -100% | -$927K | ﹤0.01% | 391 |
|
|
2014
Q3 | $955K | Buy |
12,968
+70
| +0.5% | +$5.26K | 0.22% | 93 |
|
|
2014
Q2 | $949K | Buy |
12,898
+90
| +0.7% | +$6.27K | 0.23% | 92 |
|
|
2014
Q1 | $858K | Buy |
12,808
+751
| +6% | +$48.8K | 0.22% | 93 |
|
|
2013
Q4 | $804K | Buy |
+12,057
| New | +$821K | 0.22% | 101 |
|
Other funds holding BMO
VCM
