Firestone Capital Management’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
Q1 | – | Sell |
-2,100
| Closed | -$204K | – | 151 |
|
|
2024
Q4 | $204K | Buy |
+2,100
| New | +$204K | 0.05% | 152 |
|
|
2024
Q2 | – | Sell |
-2,100
| Closed | -$205K | – | 146 |
|
|
2024
Q1 | $205K | Hold |
2,100
| – | – | 0.06% | 140 |
|
|
2023
Q4 | $208K | Buy |
+2,100
| New | +$208K | 0.06% | 126 |
|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$103K | – | 164 |
|
|
2021
Q3 | $103K | Hold |
1,000
| – | – | 0.03% | 161 |
|
|
2021
Q2 | $103K | Hold |
1,000
| – | – | 0.04% | 156 |
|
|
2021
Q1 | $89K | Hold |
1,000
| – | – | 0.03% | 173 |
|
|
2020
Q4 | $76K | Hold |
1,000
| – | – | 0.03% | 184 |
|
|
2020
Q3 | $58K | Hold |
1,000
| – | – | 0.03% | 178 |
|
|
2020
Q2 | $53K | Hold |
1,000
| – | – | 0.02% | 182 |
|
|
2020
Q1 | $50K | Hold |
1,000
| – | – | 0.03% | 180 |
|
|
2019
Q4 | $78K | Buy |
+1,000
| New | +$78K | 0.03% | 165 |
|