Crewe 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 | $46.5K | Buy |
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|
2025
Q1 | $38.2K | Hold |
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|
2024
Q4 | $38.8K | Hold |
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|
2024
Q3 | $36.1K | Hold |
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|
2024
Q2 | $33.5K | Sell |
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|
2024
Q1 | $69.8K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $43.5K | Buy |
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|
2023
Q2 | $28.4K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $73K | Hold |
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|
2021
Q4 | $66K | Buy |
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