Davis Rea’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 | $522K | Hold |
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|
2025
Q2 | $443K | Hold |
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|
2025
Q1 | $382K | Buy |
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|
2024
Q4 | $283K | Hold |
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|
2024
Q3 | $264K | Sell |
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|
2024
Q2 | $433K | Sell |
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|
2024
Q1 | $643K | Sell |
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|
2023
Q4 | $946K | Sell |
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|
2023
Q3 | $989K | Sell |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.15M | Sell |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $2.52M | Sell |
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|
2022
Q1 | $5.83M | Buy |
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|
2021
Q4 | $1.45M | Sell |
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|
2021
Q3 | $1.45M | Sell |
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|
2021
Q2 | $1.53M | Sell |
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|
2021
Q1 | $1.5M | Sell |
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|
2020
Q4 | $1.29M | Buy |
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|
2020
Q3 | $979K | Sell |
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|
2020
Q2 | $939K | Sell |
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|
2020
Q1 | $1M | Sell |
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|
2019
Q4 | $1.68M | Buy |
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|
2019
Q3 | $1.59M | Sell |
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|
2019
Q2 | $1.9M | Sell |
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|
2019
Q1 | $2M | Sell |
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|
2018
Q4 | $1.76M | Buy |
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|
2018
Q3 | $2.22M | Buy |
|
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|
2018
Q2 | $2.06M | Sell |
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|
2018
Q1 | $2.01M | Buy |
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|
2017
Q4 | $2.03M | Sell |
|
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|
2017
Q3 | $2.18M | Buy |
|
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|
2017
Q2 | $2.11M | Buy |
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|
2017
Q1 | $2.09M | Buy |
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|
2016
Q4 | $1.87M | Sell |
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|
2016
Q3 | $2.02M | Sell |
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|
2016
Q2 | $1.95M | Sell |
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|
2016
Q1 | $1.9M | Sell |
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|
2015
Q4 | $1.77M | Sell |
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|
2015
Q3 | $1.79M | Sell |
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|
2015
Q2 | $2.12M | Sell |
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|
2015
Q1 | $2.34M | Buy |
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|
2014
Q4 | $2.76M | Sell |
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|
2014
Q3 | $2.89M | Sell |
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|
2014
Q2 | $2.92M | Sell |
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|
2014
Q1 | $2.72M | Buy |
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|
2013
Q4 | $2.67M | Sell |
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|
2013
Q3 | $2.73M | Buy |
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|
2013
Q2 | $2.36M | Buy |
|