Creative Planning’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.36M | Sell |
48,457
-847
| -2% | -$93.7K | ﹤0.01% | 729 |
|
|
2025
Q1 | $4.71M | Buy |
49,304
+3,304
| +7% | +$316K | ﹤0.01% | 734 |
|
|
2024
Q4 | $4.46M | Buy |
46,000
+11,769
| +34% | +$1.14M | ﹤0.01% | 701 |
|
|
2024
Q3 | $3.09M | Buy |
34,231
+4,918
| +17% | +$444K | ﹤0.01% | 844 |
|
|
2024
Q2 | $2.46M | Buy |
29,313
+325
| +1% | +$27.3K | ﹤0.01% | 899 |
|
|
2024
Q1 | $2.83M | Buy |
28,988
+2,743
| +10% | +$268K | ﹤0.01% | 823 |
|
|
2023
Q4 | $2.6M | Sell |
26,245
-3,140
| -11% | -$311K | ﹤0.01% | 800 |
|
|
2023
Q3 | $2.48M | Buy |
29,385
+6,279
| +27% | +$530K | ﹤0.01% | 765 |
|
|
2023
Q2 | $2.09M | Buy |
23,106
+2,629
| +13% | +$237K | ﹤0.01% | 791 |
|
|
2023
Q1 | $1.82M | Buy |
20,477
+4,270
| +26% | +$381K | ﹤0.01% | 810 |
|
|
2022
Q4 | $1.47M | Sell |
16,207
-523
| -3% | -$47.4K | ﹤0.01% | 853 |
|
|
2022
Q3 | $1.47M | Buy |
16,730
+4,038
| +32% | +$354K | ﹤0.01% | 799 |
|
|
2022
Q2 | $1.22M | Buy |
12,692
+1,121
| +10% | +$108K | ﹤0.01% | 885 |
|
|
2022
Q1 | $1.37M | Buy |
11,571
+72
| +0.6% | +$8.49K | ﹤0.01% | 852 |
|
|
2021
Q4 | $1.24M | Buy |
11,499
+646
| +6% | +$69.6K | ﹤0.01% | 860 |
|
|
2021
Q3 | $1.08M | Sell |
10,853
-22,274
| -67% | -$2.22M | ﹤0.01% | 910 |
|
|
2021
Q2 | $3.4M | Buy |
33,127
+26,412
| +393% | +$2.71M | 0.01% | 506 |
|
|
2021
Q1 | $598K | Buy |
6,715
+467
| +7% | +$41.6K | ﹤0.01% | 1290 |
|
|
2020
Q4 | $475K | Sell |
6,248
-964
| -13% | -$73.3K | ﹤0.01% | 1331 |
|
|
2020
Q3 | $421K | Buy |
7,212
+71
| +1% | +$4.15K | ﹤0.01% | 1206 |
|
|
2020
Q2 | $379K | Sell |
7,141
-6,701
| -48% | -$356K | ﹤0.01% | 1164 |
|
|
2020
Q1 | $696K | Buy |
13,842
+6,161
| +80% | +$310K | ﹤0.01% | 786 |
|
|
2019
Q4 | $595K | Sell |
7,681
-1,704
| -18% | -$132K | ﹤0.01% | 1014 |
|
|
2019
Q3 | $692K | Buy |
9,385
+1,405
| +18% | +$104K | ﹤0.01% | 908 |
|
|
2019
Q2 | $602K | Sell |
7,980
-2,240
| -22% | -$169K | ﹤0.01% | 971 |
|
|
2019
Q1 | $765K | Sell |
10,220
-1,163
| -10% | -$87.1K | ﹤0.01% | 839 |
|
|
2018
Q4 | $744K | Buy |
11,383
+555
| +5% | +$36.3K | ﹤0.01% | 783 |
|
|
2018
Q3 | $894K | Sell |
10,828
-921
| -8% | -$76K | ﹤0.01% | 804 |
|
|
2018
Q2 | $908K | Sell |
11,749
-2
| -0% | -$155 | ﹤0.01% | 791 |
|
|
2018
Q1 | $888K | Buy |
11,751
+574
| +5% | +$43.4K | ﹤0.01% | 792 |
|
|
2017
Q4 | $894K | Sell |
11,177
-209
| -2% | -$16.7K | ﹤0.01% | 788 |
|
|
2017
Q3 | $862K | Buy |
11,386
+2,124
| +23% | +$161K | ﹤0.01% | 784 |
|
|
2017
Q2 | $680K | Buy |
9,262
+601
| +7% | +$44.1K | ﹤0.01% | 856 |
|
|
2017
Q1 | $648K | Sell |
8,661
-571
| -6% | -$42.7K | ﹤0.01% | 846 |
|
|
2016
Q4 | $664K | Buy |
9,232
+2,419
| +36% | +$174K | ﹤0.01% | 792 |
|
|
2016
Q3 | $447K | Buy |
6,813
+4,182
| +159% | +$274K | ﹤0.01% | 948 |
|
|
2016
Q2 | $167K | Sell |
2,631
-2,117
| -45% | -$134K | ﹤0.01% | 1337 |
|
|
2016
Q1 | $288K | Sell |
4,748
-593
| -11% | -$36K | ﹤0.01% | 1010 |
|
|
2015
Q4 | $301K | Sell |
5,341
-1,018
| -16% | -$57.4K | ﹤0.01% | 980 |
|
|
2015
Q3 | $347K | Buy |
+6,359
| New | +$347K | ﹤0.01% | 894 |
|
|
2015
Q2 | – | Sell |
-6,956
| Closed | -$417K | – | 1274 |
|
|
2015
Q1 | $417K | Buy |
6,956
+2,232
| +47% | +$134K | ﹤0.01% | 813 |
|
|
2014
Q4 | $334K | Sell |
4,724
-4,300
| -48% | -$304K | ﹤0.01% | 884 |
|
|
2014
Q3 | $664K | Buy |
9,024
+5,520
| +158% | +$406K | 0.01% | 553 |
|
|
2014
Q2 | $258K | Sell |
3,504
-981
| -22% | -$72.2K | ﹤0.01% | 912 |
|
|
2014
Q1 | $301K | Buy |
4,485
+862
| +24% | +$57.9K | ﹤0.01% | 816 |
|
|
2013
Q4 | $242K | Sell |
3,623
-481
| -12% | -$32.1K | ﹤0.01% | 777 |
|
|
2013
Q3 | $274K | Sell |
4,104
-149
| -4% | -$9.95K | 0.01% | 644 |
|
|
2013
Q2 | $247K | Buy |
+4,253
| New | +$247K | 0.01% | 609 |
|