Lorne Steinberg 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 | $12.7M | Buy |
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|
2025
Q2 | $10.2M | Buy |
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|
2025
Q1 | $7.09M | Buy |
|
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|
2024
Q4 | $6.69M | Sell |
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|
2024
Q3 | $6.25M | Sell |
|
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|
2024
Q2 | $5.83M | Sell |
|
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|
2024
Q1 | $6.79M | Buy |
|
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|
2023
Q4 | $6.85M | Buy |
|
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|
2023
Q3 | $5.6M | Buy |
|
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|
2023
Q2 | $5.26M | Buy |
|
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|
2023
Q1 | $5.11M | Buy |
|
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|
2022
Q4 | $3.91M | Buy |
|
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|
2022
Q3 | $3.74M | Buy |
|
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|
2022
Q2 | $1.68M | Buy |
|
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|
2022
Q1 | $2.04M | Buy |
|
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|
2021
Q4 | $1.85M | Sell |
|
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|
2021
Q3 | $1.75M | Sell |
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|
2021
Q2 | $2.04M | Buy |
|
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|
2021
Q1 | $1.76M | Sell |
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|
2020
Q4 | $2.03M | Buy |
|