Crescent Grove Advisors’s Bank of Montreal BMO Stock Holding History

Crescent Grove Advisors’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$425K	Sell	3,839 -990	-21%	-$110K	0.04%	175
2025 Q1	$461K	Sell	4,829 -120	-2%	-$11.5K	0.05%	162
2024 Q4	$480K	Sell	4,949 -1,506	-23%	-$146K	0.05%	162
2024 Q3	$582K	Sell	6,455 -990	-13%	-$89.3K	0.06%	156
2024 Q2	$624K	Hold	7,445	–	–	0.07%	147
2024 Q1	$727K	Sell	7,445 -404	-5%	-$39.5K	0.08%	139
2023 Q4	$777K	Sell	7,849 -805	-9%	-$79.6K	0.09%	131
2023 Q3	$730K	Buy	8,654 +52	+0.6%	+$4.39K	0.09%	131
2023 Q2	$777K	Sell	8,602 -267	-3%	-$24.1K	0.08%	128
2023 Q1	$790K	Sell	8,869 -94	-1%	-$8.38K	0.09%	127
2022 Q4	$812K	Sell	8,963 -48	-0.5%	-$4.35K	0.08%	132
2022 Q3	$790K	Sell	9,011 -842	-9%	-$73.8K	0.09%	119
2022 Q2	$948K	Sell	9,853 -2,751	-22%	-$265K	0.1%	105
2022 Q1	$1.49M	Buy	12,604 +1,653	+15%	+$195K	0.15%	79
2021 Q4	$1.18M	Buy	10,951 +1,787	+20%	+$193K	0.11%	98
2021 Q3	$914K	Sell	9,164 -146	-2%	-$14.6K	0.1%	108
2021 Q2	$955K	Sell	9,310 -1,173	-11%	-$120K	0.1%	106
2021 Q1	$934K	Buy	10,483 +892	+9%	+$79.5K	0.11%	97
2020 Q4	$729K	Buy	9,591 +799	+9%	+$60.7K	0.1%	89
2020 Q3	$514K	Hold	8,792	–	–	0.1%	95
2020 Q2	$466K	Hold	8,792	–	–	0.1%	91
2020 Q1	$442K	Buy	8,792 +1,458	+20%	+$73.3K	0.1%	83
2019 Q4	$568K	Sell	7,334 -130	-2%	-$10.1K	0.1%	90
2019 Q3	$550K	Buy	7,464 +52	+0.7%	+$3.83K	0.11%	84
2019 Q2	$559K	Sell	7,412 -100	-1%	-$7.54K	0.11%	83
2019 Q1	$562K	Hold	7,512	–	–	0.12%	87
2018 Q4	$491K	Buy	7,512 +2,471	+49%	+$162K	0.1%	95
2018 Q3	$416K	Sell	5,041 -261	-5%	-$21.5K	0.09%	91
2018 Q2	$410K	Hold	5,302	–	–	0.1%	90
2018 Q1	$401K	Sell	5,302 -84	-2%	-$6.35K	0.1%	89
2017 Q4	$431K	Buy	5,386 +96	+2%	+$7.68K	0.11%	84
2017 Q3	$401K	Sell	5,290 -180	-3%	-$13.6K	0.1%	84
2017 Q2	$402K	Buy	+5,470	New	+$402K	0.12%	81