Geneos Wealth 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
Q2 | $308K | Sell |
2,783
-1,715
| -38% | -$190K | 0.01% | 853 |
|
|
2025
Q1 | $430K | Buy |
4,498
+2,528
| +128% | +$241K | 0.01% | 945 |
|
|
2024
Q4 | $191K | Buy |
+1,970
| New | +$191K | 0.01% | 854 |
|
|
2022
Q1 | – | Sell |
-9,871
| Closed | -$1.06M | – | 2767 |
|
|
2021
Q4 | $1.06M | Sell |
9,871
-122
| -1% | -$13.1K | 0.04% | 379 |
|
|
2021
Q3 | $1.01M | Sell |
9,993
-711
| -7% | -$71.6K | 0.04% | 381 |
|
|
2021
Q2 | $1.1M | Sell |
10,704
-53,382
| -83% | -$5.51M | 0.04% | 339 |
|
|
2021
Q1 | $6.04M | Sell |
64,086
-6
| -0% | -$566 | 0.17% | 144 |
|
|
2020
Q4 | $5.74M | Sell |
64,092
-5,428
| -8% | -$486K | 0.23% | 101 |
|
|
2020
Q3 | $4.05M | Sell |
69,520
-13,218
| -16% | -$771K | 0.21% | 110 |
|
|
2020
Q2 | $4.26M | Buy |
82,738
+4,506
| +6% | +$232K | 0.24% | 99 |
|
|
2020
Q1 | $3.73M | Buy |
78,232
+4,703
| +6% | +$224K | 0.25% | 90 |
|
|
2019
Q4 | $5.68M | Buy |
73,529
+5,760
| +8% | +$445K | 0.3% | 88 |
|
|
2019
Q3 | $4.99M | Buy |
67,769
+348
| +0.5% | +$25.6K | 0.3% | 89 |
|
|
2019
Q2 | $5.09M | Buy |
67,421
+1,616
| +2% | +$122K | 0.32% | 80 |
|
|
2019
Q1 | $4.92M | Buy |
65,805
+57
| +0.1% | +$4.26K | 0.32% | 79 |
|
|
2018
Q4 | $4.28M | Sell |
65,748
-551
| -0.8% | -$35.9K | 0.32% | 81 |
|
|
2018
Q3 | $5.47M | Sell |
66,299
-1,901
| -3% | -$157K | 0.36% | 62 |
|
|
2018
Q2 | $5.27M | Buy |
68,200
+3,296
| +5% | +$255K | 0.41% | 62 |
|
|
2018
Q1 | $4.9M | Buy |
64,904
+54,713
| +537% | +$4.13M | 0.43% | 62 |
|
|
2017
Q4 | $815K | Buy |
10,191
+7,118
| +232% | +$569K | 0.07% | 240 |
|
|
2017
Q3 | $232K | Sell |
3,073
-36
| -1% | -$2.72K | 0.02% | 471 |
|
|
2017
Q2 | $228K | Hold |
3,109
| – | – | 0.02% | 467 |
|
|
2017
Q1 | $232K | Sell |
3,109
-75
| -2% | -$5.6K | 0.02% | 442 |
|
|
2016
Q4 | $228K | Sell |
3,184
-108
| -3% | -$7.73K | 0.03% | 429 |
|
|
2016
Q3 | $215K | Hold |
3,292
| – | – | 0.03% | 430 |
|
|
2016
Q2 | $209K | Buy |
3,292
+235
| +8% | +$14.9K | 0.03% | 427 |
|
|
2016
Q1 | $185K | Buy |
+3,057
| New | +$185K | 0.03% | 446 |
|