HM Payson & Co’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 | $99.3K | Hold |
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|
2025
Q2 | $84.3K | Buy |
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|
2025
Q1 | $42K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $5K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $212K | Hold |
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|
2020
Q1 | $201K | Hold |
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|
2019
Q4 | $310K | Hold |
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|
2019
Q3 | $295K | Hold |
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|
2019
Q2 | $302K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $338K | Buy |
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|
2018
Q2 | $309K | Hold |
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|
2018
Q1 | $302K | Hold |
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|
2017
Q4 | $320K | Hold |
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|
2017
Q3 | $303K | Sell |
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|
2017
Q2 | $322K | Hold |
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|
2017
Q1 | $327K | Hold |
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|
2016
Q4 | $315K | Hold |
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|
2016
Q3 | $287K | Hold |
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|
2016
Q2 | $278K | Hold |
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|
2016
Q1 | $266K | Buy |
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