Claret Asset 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
Q2 | $9.8M | Buy |
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|
2025
Q1 | $8.35M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $7.64M | Buy |
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|
2021
Q2 | $7.63M | Buy |
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|
2021
Q1 | $6.61M | Buy |
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|
2020
Q4 | $5.37M | Sell |
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|
2020
Q3 | $4.4M | Buy |
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|
2020
Q2 | $4.01M | Sell |
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|
2020
Q1 | $3.87M | Sell |
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|
2019
Q4 | $5.96M | Sell |
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|
2019
Q3 | $5.8M | Sell |
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|
2019
Q2 | $6.19M | Sell |
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|
2019
Q1 | $6.28M | Buy |
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|
2018
Q4 | $5.47M | Buy |
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|
2018
Q3 | $6.75M | Sell |
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|
2018
Q2 | $6.33M | Buy |
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|
2018
Q1 | $5.93M | Buy |
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|
2017
Q4 | $6.21M | Buy |
|