Cozad 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
Q3 | $370K | Buy |
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|
2025
Q2 | $309K | Hold |
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|
2025
Q1 | $267K | Hold |
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|
2024
Q4 | $271K | Sell |
|
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|
2024
Q3 | $262K | Sell |
|
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|
2024
Q2 | $269K | Hold |
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|
2024
Q1 | $313K | Sell |
|
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|
2023
Q4 | $333K | Hold |
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|
2023
Q3 | $284K | Buy |
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|
2023
Q2 | $281K | Sell |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $293K | Sell |
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|
2022
Q2 | $324K | Hold |
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|
2022
Q1 | $397K | Sell |
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|
2021
Q4 | $401K | Hold |
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|
2021
Q3 | $371K | Hold |
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|
2021
Q2 | $382K | Hold |
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|
2021
Q1 | $332K | Hold |
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|
2020
Q4 | $283K | Sell |
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|
2020
Q3 | $228K | Buy |
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|
2020
Q2 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $330K | Sell |
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|
2019
Q3 | $340K | Hold |
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|
2019
Q2 | $348K | Sell |
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|
2019
Q1 | $357K | Buy |
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|
2018
Q4 | $311K | Buy |
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|
2018
Q3 | $389K | Buy |
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|
2018
Q2 | $364K | Buy |
|