Financial Perspectives’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.55K | Hold |
48
| – | – | ﹤0.01% | 567 |
|
|
2025
Q4 | $6.24K | Hold |
48
| – | – | ﹤0.01% | 570 |
|
|
2025
Q3 | $6.22K | Buy |
48
+1
| +2% | +$118 | ﹤0.01% | 562 |
|
|
2025
Q2 | $5.25K | Hold |
47
| – | – | ﹤0.01% | 575 |
|
|
2025
Q1 | $4.49K | Hold |
47
| – | – | ﹤0.01% | 578 |
|
|
2024
Q4 | $4.53K | Buy |
47
+1
| +2% | +$95 | ﹤0.01% | 577 |
|
|
2024
Q3 | $4.17K | Hold |
46
| – | – | ﹤0.01% | 534 |
|
|
2024
Q2 | $3.84K | Buy |
46
+1
| +2% | +$91 | ﹤0.01% | 534 |
|
|
2024
Q1 | $4.43K | Hold |
45
| – | – | ﹤0.01% | 523 |
|
|
2023
Q4 | $4.45K | Buy |
45
+1
| +2% | +$83 | ﹤0.01% | 538 |
|
|
2023
Q3 | $3.75K | Hold |
44
| – | – | ﹤0.01% | 539 |
|
|
2023
Q2 | $3.98K | Hold |
44
| – | – | ﹤0.01% | 534 |
|
|
2023
Q1 | $3.89K | Buy |
44
+1
| +2% | +$95 | ﹤0.01% | 531 |
|
|
2022
Q4 | $3.92K | Hold |
43
| – | – | ﹤0.01% | 535 |
|
|
2022
Q3 | $3.76K | Hold |
43
| – | – | ﹤0.01% | 534 |
|
|
2022
Q2 | $4.1K | Buy |
43
+1
| +2% | +$106 | ﹤0.01% | 540 |
|
|
2022
Q1 | $4.99K | Hold |
42
| – | – | ﹤0.01% | 541 |
|
|
2021
Q4 | $4.52K | Buy |
+42
| New | +$4.53K | ﹤0.01% | 527 |
|
|
2021
Q3 | – | Sell |
-42
| Closed | -$4.31K | – | 645 |
|
|
2021
Q2 | $4.31K | Sell |
42
-3,701
| -99% | -$365K | ﹤0.01% | 559 |
|
|
2021
Q1 | $42K | Buy |
3,743
+3,701
| +8,812% | +$302K | ﹤0.01% | 563 |
|
|
2020
Q4 | $3.19K | Hold |
42
| – | – | ﹤0.01% | 515 |
|
|
2020
Q3 | $2.45K | Hold |
42
| – | – | ﹤0.01% | 484 |
|
|
2020
Q2 | $2.23K | Hold |
42
| – | – | ﹤0.01% | 477 |
|
|
2020
Q1 | $2.11K | Hold |
42
| – | – | ﹤0.01% | 451 |
|
|
2019
Q4 | $3.25K | Buy |
+42
| New | +$3.16K | ﹤0.01% | 422 |
|
Other funds holding BMO
VCM
