Geneos Wealth 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 | $407K | Buy |
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|
2025
Q2 | $308K | Sell |
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|
2025
Q1 | $430K | Buy |
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|
2024
Q4 | $191K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.1M | Sell |
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|
2021
Q1 | $6.04M | Sell |
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|
2020
Q4 | $5.74M | Sell |
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|
2020
Q3 | $4.05M | Sell |
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|
2020
Q2 | $4.26M | Buy |
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|
2020
Q1 | $3.73M | Buy |
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|
2019
Q4 | $5.67M | Buy |
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|
2019
Q3 | $4.99M | Buy |
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|
2019
Q2 | $5.09M | Buy |
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|
2019
Q1 | $4.92M | Buy |
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|
2018
Q4 | $4.28M | Sell |
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|
2018
Q3 | $5.47M | Sell |
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|
2018
Q2 | $5.27M | Buy |
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|
2018
Q1 | $4.9M | Buy |
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|
2017
Q4 | $815K | Buy |
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|
2017
Q3 | $232K | Sell |
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|
2017
Q2 | $228K | Hold |
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|
2017
Q1 | $232K | Sell |
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|
2016
Q4 | $228K | Sell |
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|
2016
Q3 | $215K | Hold |
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|
2016
Q2 | $209K | Buy |
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|
2016
Q1 | $185K | Buy |
|