Great Valley Advisor Group’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
Q2 | $611K | Sell |
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|
2025
Q1 | $631K | Buy |
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|
2024
Q4 | $603K | Buy |
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|
2024
Q3 | $560K | Buy |
|
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|
2024
Q2 | $500K | Sell |
|
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|
2024
Q1 | $592K | Buy |
|
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|
2023
Q4 | $411K | Buy |
|
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|
2023
Q3 | $350K | Buy |
|
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|
2023
Q2 | $369K | Buy |
|
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|
2023
Q1 | $355K | Sell |
|
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|
2022
Q4 | $386K | Buy |
|
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|
2022
Q3 | $327K | Sell |
|
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|
2022
Q2 | $360K | Buy |
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|
2022
Q1 | $438K | Buy |
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|
2021
Q4 | $390K | Sell |
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|
2021
Q3 | $378K | Buy |
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|
2021
Q2 | $388K | Buy |
|
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|
2021
Q1 | $336K | Buy |
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|
2020
Q4 | $286K | Buy |
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|
2020
Q3 | $217K | Buy |
|