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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $50K | Buy |
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|
2025
Q2 | $42K | Sell |
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|
2025
Q1 | $45K | Buy |
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|
2024
Q4 | $39K | Buy |
|
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|
2024
Q3 | $36K | Sell |
|
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|
2024
Q2 | $39K | Buy |
|
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|
2024
Q1 | $45K | Buy |
|
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|
2023
Q4 | $45K | Buy |
|
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|
2023
Q3 | $38K | Buy |
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|
2023
Q2 | $41K | Buy |
|
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|
2023
Q1 | $40K | Buy |
|
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|
2022
Q4 | $40K | Buy |
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|
2022
Q3 | $39K | Buy |
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|
2022
Q2 | $42K | Buy |
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|
2022
Q1 | $52K | Buy |
|
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|
2021
Q4 | $47K | Buy |
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|
2021
Q3 | $43K | Buy |
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|
2021
Q2 | $44K | Buy |
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|
2021
Q1 | $38K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $662 | Sell |
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|
2014
Q3 | $955K | Buy |
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|
2014
Q2 | $949K | Buy |
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|
2014
Q1 | $858K | Buy |
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|
2013
Q4 | $804K | Buy |
|