Ellenbecker Investment Group’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 | $498K | Hold |
4,505
| – | – | 0.08% | 71 |
|
|
2025
Q1 | $430K | Hold |
4,505
| – | – | 0.08% | 75 |
|
|
2024
Q4 | $437K | Hold |
4,505
| – | – | 0.08% | 71 |
|
|
2024
Q3 | $406K | Hold |
4,505
| – | – | 0.08% | 71 |
|
|
2024
Q2 | $378K | Hold |
4,505
| – | – | 0.08% | 77 |
|
|
2024
Q1 | $440K | Buy |
4,505
+400
| +10% | +$39.1K | 0.09% | 63 |
|
|
2023
Q4 | $406K | Hold |
4,105
| – | – | 0.09% | 66 |
|
|
2023
Q3 | $346K | Buy |
4,105
+306
| +8% | +$25.8K | 0.09% | 68 |
|
|
2023
Q2 | $316K | Buy |
3,799
+177
| +5% | +$14.7K | 0.08% | 72 |
|
|
2023
Q1 | $322K | Buy |
3,622
+985
| +37% | +$87.6K | 0.09% | 67 |
|
|
2022
Q4 | $238K | Buy |
2,637
+14
| +0.5% | +$1.26K | 0.07% | 80 |
|
|
2022
Q3 | $229K | Buy |
2,623
+16
| +0.6% | +$1.4K | 0.07% | 74 |
|
|
2022
Q2 | $250K | Buy |
2,607
+691
| +36% | +$66.3K | 0.08% | 69 |
|
|
2022
Q1 | $226K | Sell |
1,916
-6
| -0.3% | -$708 | 0.06% | 82 |
|
|
2021
Q4 | $207K | Buy |
+1,922
| New | +$207K | 0.06% | 87 |
|