Creative Planning’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 | $8.11M | Buy |
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|
2025
Q2 | $5.36M | Sell |
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|
2025
Q1 | $4.71M | Buy |
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|
2024
Q4 | $4.46M | Buy |
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|
2024
Q3 | $3.09M | Buy |
|
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|
2024
Q2 | $2.46M | Buy |
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|
2024
Q1 | $2.83M | Buy |
|
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|
2023
Q4 | $2.6M | Sell |
|
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|
2023
Q3 | $2.48M | Buy |
|
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|
2023
Q2 | $2.09M | Buy |
|
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|
2023
Q1 | $1.82M | Buy |
|
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|
2022
Q4 | $1.47M | Sell |
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|
2022
Q3 | $1.47M | Buy |
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|
2022
Q2 | $1.22M | Buy |
|
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.24M | Buy |
|
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $3.4M | Buy |
|
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|
2021
Q1 | $598K | Buy |
|
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|
2020
Q4 | $475K | Sell |
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|
2020
Q3 | $421K | Buy |
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|
2020
Q2 | $379K | Sell |
|
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|
2020
Q1 | $696K | Buy |
|
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|
2019
Q4 | $595K | Sell |
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|
2019
Q3 | $692K | Buy |
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|
2019
Q2 | $602K | Sell |
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|
2019
Q1 | $765K | Sell |
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|
2018
Q4 | $744K | Buy |
|
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|
2018
Q3 | $894K | Sell |
|
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|
2018
Q2 | $908K | Sell |
|
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|
2018
Q1 | $888K | Buy |
|
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|
2017
Q4 | $894K | Sell |
|
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|
2017
Q3 | $862K | Buy |
|
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|
2017
Q2 | $680K | Buy |
|
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|
2017
Q1 | $648K | Sell |
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|
2016
Q4 | $664K | Buy |
|
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|
2016
Q3 | $447K | Buy |
|
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|
2016
Q2 | $167K | Sell |
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|
2016
Q1 | $288K | Sell |
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|
2015
Q4 | $301K | Sell |
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|
2015
Q3 | $347K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $417K | Buy |
|
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|
2014
Q4 | $334K | Sell |
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|
2014
Q3 | $664K | Buy |
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|
2014
Q2 | $258K | Sell |
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|
2014
Q1 | $301K | Buy |
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|
2013
Q4 | $242K | Sell |
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|
2013
Q3 | $274K | Sell |
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|
2013
Q2 | $247K | Buy |
|