Global Retirement Partners’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 | $171K | Buy |
+1,541
| New | +$171K | ﹤0.01% | 1169 |
|
|
2024
Q4 | $101K | Buy |
1,045
+661
| +172% | +$64.1K | ﹤0.01% | 1262 |
|
|
2024
Q3 | $34.6K | Sell |
384
-48
| -11% | -$4.33K | ﹤0.01% | 1738 |
|
|
2024
Q2 | $36.2K | Sell |
432
-97
| -18% | -$8.13K | ﹤0.01% | 1705 |
|
|
2024
Q1 | $51.7K | Buy |
529
+2
| +0.4% | +$195 | ﹤0.01% | 1400 |
|
|
2023
Q4 | $49.8K | Buy |
527
+337
| +177% | +$31.8K | ﹤0.01% | 1373 |
|
|
2023
Q3 | $15.3K | Buy |
190
+2
| +1% | +$161 | ﹤0.01% | 1769 |
|
|
2023
Q2 | $17K | Sell |
188
-2
| -1% | -$181 | ﹤0.01% | 1743 |
|
|
2023
Q1 | $16.5K | Sell |
190
-101
| -35% | -$8.78K | ﹤0.01% | 1719 |
|
|
2022
Q4 | $26.4K | Sell |
291
-13
| -4% | -$1.18K | ﹤0.01% | 1366 |
|
|
2022
Q3 | $28K | Sell |
304
-15
| -5% | -$1.38K | ﹤0.01% | 1232 |
|
|
2022
Q2 | $31K | Buy |
319
+6
| +2% | +$583 | ﹤0.01% | 1171 |
|
|
2022
Q1 | $33K | Buy |
+313
| New | +$33K | ﹤0.01% | 1154 |
|
|
2021
Q4 | – | Sell |
-123
| Closed | -$12K | – | 413 |
|
|
2021
Q3 | $12K | Hold |
123
| – | – | ﹤0.01% | 1355 |
|
|
2021
Q2 | $13K | Hold |
123
| – | – | ﹤0.01% | 1309 |
|
|
2021
Q1 | $11K | Hold |
123
| – | – | ﹤0.01% | 1258 |
|
|
2020
Q4 | $9K | Sell |
123
-8
| -6% | -$585 | ﹤0.01% | 1277 |
|
|
2020
Q3 | $8K | Hold |
131
| – | – | ﹤0.01% | 1198 |
|
|
2020
Q2 | $7K | Sell |
131
-290
| -69% | -$15.5K | ﹤0.01% | 1193 |
|
|
2020
Q1 | $21K | Hold |
421
| – | – | ﹤0.01% | 783 |
|
|
2019
Q4 | $33K | Sell |
421
-177
| -30% | -$13.9K | 0.01% | 761 |
|
|
2019
Q3 | $44K | Sell |
598
-16
| -3% | -$1.18K | 0.01% | 652 |
|
|
2019
Q2 | $46K | Sell |
614
-100
| -14% | -$7.49K | 0.01% | 626 |
|
|
2019
Q1 | $53K | Hold |
714
| – | – | 0.01% | 534 |
|
|
2018
Q4 | $47K | Hold |
714
| – | – | 0.01% | 525 |
|
|
2018
Q3 | $59K | Hold |
714
| – | – | 0.01% | 517 |
|
|
2018
Q2 | $55K | Hold |
714
| – | – | 0.01% | 515 |
|
|
2018
Q1 | $54K | Buy |
714
+277
| +63% | +$21K | 0.01% | 505 |
|
|
2017
Q4 | $35K | Hold |
437
| – | – | 0.01% | 594 |
|
|
2017
Q3 | $33K | Buy |
437
+357
| +446% | +$27K | 0.01% | 514 |
|
|
2017
Q2 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 891 |
|