Creative Financial Designs’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 | $812 | Hold |
6
| – | – | ﹤0.01% | 1930 |
|
|
2025
Q4 | $779 | Hold |
6
| – | – | ﹤0.01% | 1843 |
|
|
2025
Q3 | $782 | Buy |
+6
| New | +$710 | ﹤0.01% | 1851 |
|
|
2024
Q2 | – | Sell |
-56
| Closed | -$5.47K | – | 1652 |
|
|
2024
Q1 | $5.47K | Buy |
56
+1
| +2% | +$94 | ﹤0.01% | 1282 |
|
|
2023
Q4 | $5.47K | Hold |
55
| – | – | ﹤0.01% | 1247 |
|
|
2023
Q3 | $4.6K | Buy |
55
+1
| +2% | +$88 | ﹤0.01% | 1205 |
|
|
2023
Q2 | $4.86K | Buy |
54
+1
| +2% | +$88 | ﹤0.01% | 1184 |
|
|
2023
Q1 | $4.74K | Hold |
53
| – | – | ﹤0.01% | 1123 |
|
|
2022
Q4 | $4.77K | Buy |
53
+1
| +2% | +$93 | ﹤0.01% | 1048 |
|
|
2022
Q3 | $5K | Hold |
52
| – | – | ﹤0.01% | 1020 |
|
|
2022
Q2 | $5K | Buy |
52
+1
| +2% | +$106 | ﹤0.01% | 988 |
|
|
2022
Q1 | $6K | Buy |
+51
| New | +$5.91K | ﹤0.01% | 997 |
|
|
2021
Q4 | – | Sell |
-59
| Closed | -$6K | – | 1229 |
|
|
2021
Q3 | $6K | Hold |
59
| – | – | ﹤0.01% | 1105 |
|
|
2021
Q2 | $6K | Hold |
59
| – | – | ﹤0.01% | 1112 |
|
|
2021
Q1 | $5K | Hold |
59
| – | – | ﹤0.01% | 1045 |
|
|
2020
Q4 | $4K | Hold |
59
| – | – | ﹤0.01% | 1013 |
|
|
2020
Q3 | $3K | Buy |
+59
| New | +$3.42K | ﹤0.01% | 1011 |
|
|
2017
Q4 | – | Sell |
-46
| Closed | -$3K | – | 701 |
|
|
2017
Q3 | $3K | Hold |
46
| – | – | ﹤0.01% | 573 |
|
|
2017
Q2 | $3K | Hold |
46
| – | – | ﹤0.01% | 579 |
|
|
2017
Q1 | $3K | Hold |
46
| – | – | ﹤0.01% | 542 |
|
|
2016
Q4 | $3K | Buy |
+46
| New | +$3.07K | ﹤0.01% | 526 |
|
Other funds holding BMO
VCM
