Forum Financial Management’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 | $711K | Buy |
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|
2025
Q2 | $504K | Sell |
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|
2025
Q1 | $550K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $494K | Hold |
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|
2024
Q2 | $459K | Hold |
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|
2024
Q1 | $535K | Hold |
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|
2023
Q4 | $542K | Sell |
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|
2023
Q3 | $536K | Sell |
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|
2023
Q2 | $662K | Buy |
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|
2023
Q1 | $608K | Sell |
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|
2022
Q4 | $619K | Buy |
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|
2022
Q3 | $598K | Hold |
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|
2022
Q2 | $657K | Hold |
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|
2022
Q1 | $805K | Hold |
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|
2021
Q4 | $736K | Buy |
|