IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36K | Sell |
266
-6
| -2% | -$834 | ﹤0.01% | 2437 |
|
|
2025
Q4 | $35.3K | Hold |
272
| – | – | ﹤0.01% | 2392 |
|
|
2025
Q3 | $35.4K | Buy |
272
+6
| +2% | +$710 | ﹤0.01% | 2258 |
|
|
2025
Q2 | $29.4K | Sell |
266
-28
| -10% | -$2.82K | ﹤0.01% | 2331 |
|
|
2025
Q1 | $28.1K | Sell |
294
-19
| -6% | -$1.88K | ﹤0.01% | 2151 |
|
|
2024
Q4 | $30.4K | Buy |
313
+201
| +179% | +$19K | ﹤0.01% | 2066 |
|
|
2024
Q3 | $10.1K | Buy |
112
+44
| +65% | +$3.75K | ﹤0.01% | 2423 |
|
|
2024
Q2 | $5.7K | Buy |
68
+4
| +6% | +$363 | ﹤0.01% | 2519 |
|
|
2024
Q1 | $6.25K | Buy |
64
+14
| +28% | +$1.32K | ﹤0.01% | 2395 |
|
|
2023
Q4 | $4.95K | Hold |
50
| – | – | ﹤0.01% | 2429 |
|
|
2023
Q3 | $4.22K | Hold |
50
| – | – | ﹤0.01% | 2574 |
|
|
2023
Q2 | $4.52K | Hold |
50
| – | – | ﹤0.01% | 2579 |
|
|
2023
Q1 | $2.93K | Sell |
50
-50
| -50% | -$4.74K | ﹤0.01% | 2773 |
|
|
2022
Q4 | $6K | Sell |
100
-79
| -44% | -$7.31K | ﹤0.01% | 3668 |
|
|
2022
Q3 | $11K | Buy |
179
+1
| +0.6% | +$97 | ﹤0.01% | 3550 |
|
|
2022
Q2 | $11K | Hold |
178
| – | – | ﹤0.01% | 3302 |
|
|
2022
Q1 | $11K | Buy |
+178
| New | +$20.6K | ﹤0.01% | 3302 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3526 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3222 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3159 |
|
|
2020
Q4 | – | Sell |
-401
| Closed | -$27.4K | – | 3066 |
|
|
2020
Q3 | $23K | Hold |
401
| – | – | ﹤0.01% | 1584 |
|
|
2020
Q2 | $21K | Buy |
+401
| New | +$20.4K | ﹤0.01% | 1544 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2856 |
|
|
2019
Q4 | – | Sell |
-93
| Closed | -$7K | – | 2911 |
|
|
2019
Q3 | $7K | Buy |
+93
| New | +$6.78K | ﹤0.01% | 2205 |
|
|
2019
Q1 | $27K | Sell |
364
-408
| -53% | -$30.2K | ﹤0.01% | 1203 |
|
|
2018
Q4 | $50K | Sell |
772
-206
| -21% | -$15.3K | ﹤0.01% | 1614 |
|
|
2018
Q3 | $81K | Sell |
978
-37
| -4% | -$2.98K | ﹤0.01% | 1606 |
|
|
2018
Q2 | $78K | Sell |
1,015
-85
| -8% | -$6.54K | ﹤0.01% | 1635 |
|
|
2018
Q1 | $88K | Hold |
1,100
| – | – | ﹤0.01% | 1459 |
|
|
2017
Q4 | $88K | Sell |
1,100
-272
| -20% | -$21.2K | ﹤0.01% | 1471 |
|
|
2017
Q3 | $104K | Sell |
1,372
-232
| -14% | -$17.3K | ﹤0.01% | 1527 |
|
|
2017
Q2 | $118K | Buy |
1,604
+166
| +12% | +$11.7K | 0.01% | 1438 |
|
|
2017
Q1 | $108K | Sell |
1,438
-37
| -3% | -$2.79K | ﹤0.01% | 1446 |
|
|
2016
Q4 | $106K | Buy |
1,475
+404
| +38% | +$26.9K | 0.01% | 1413 |
|
|
2016
Q3 | $70K | Sell |
1,071
-46
| -4% | -$2.99K | ﹤0.01% | 1597 |
|
|
2016
Q2 | $71K | Buy |
1,117
+753
| +207% | +$47.7K | ﹤0.01% | 1551 |
|
|
2016
Q1 | $27K | Sell |
364
-648
| -64% | -$35.5K | ﹤0.01% | 1203 |
|
|
2015
Q4 | $57K | Buy |
+1,012
| New | +$58.2K | ﹤0.01% | 1523 |
|
Other funds holding BMO
VCM
