Crescent Grove Advisors’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
Q2 | $425K | Sell |
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|
2025
Q1 | $461K | Sell |
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|
2024
Q4 | $480K | Sell |
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|
2024
Q3 | $582K | Sell |
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|
2024
Q2 | $624K | Hold |
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|
2024
Q1 | $727K | Sell |
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|
2023
Q4 | $777K | Sell |
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|
2023
Q3 | $730K | Buy |
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|
2023
Q2 | $777K | Sell |
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|
2023
Q1 | $790K | Sell |
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|
2022
Q4 | $812K | Sell |
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|
2022
Q3 | $790K | Sell |
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|
2022
Q2 | $948K | Sell |
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|
2022
Q1 | $1.49M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $914K | Sell |
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|
2021
Q2 | $955K | Sell |
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|
2021
Q1 | $934K | Buy |
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|
2020
Q4 | $729K | Buy |
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|
2020
Q3 | $514K | Hold |
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|
2020
Q2 | $466K | Hold |
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|
2020
Q1 | $442K | Buy |
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|
2019
Q4 | $568K | Sell |
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|
2019
Q3 | $550K | Buy |
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|
2019
Q2 | $559K | Sell |
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|
2019
Q1 | $562K | Hold |
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|
2018
Q4 | $491K | Buy |
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|
2018
Q3 | $416K | Sell |
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|
2018
Q2 | $410K | Hold |
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|
2018
Q1 | $401K | Sell |
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|
2017
Q4 | $431K | Buy |
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|
2017
Q3 | $401K | Sell |
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|
2017
Q2 | $402K | Buy |
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