Magnus Financial 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
Q3 | $372K | Hold |
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|
2025
Q2 | $316K | Sell |
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|
2025
Q1 | $280K | Buy |
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|
2024
Q4 | $277K | Hold |
|
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|
2024
Q3 | $258K | Hold |
|
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|
2024
Q2 | $240K | Hold |
|
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|
2024
Q1 | $279K | Hold |
|
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|
2023
Q4 | $283K | Hold |
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|
2023
Q3 | $241K | Hold |
|
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|
2023
Q2 | $258K | Sell |
|
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|
2023
Q1 | $255K | Hold |
|
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $416K | Buy |
|
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|
2022
Q1 | $510K | Sell |
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|
2021
Q4 | $477K | Sell |
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|
2021
Q3 | $450K | Buy |
|
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|
2021
Q2 | $284K | Hold |
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|
2021
Q1 | $246K | Hold |
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|
2020
Q4 | $210K | Buy |
|