Michael J. Puzo’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 | $456K | Hold |
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|
2025
Q2 | $387K | Hold |
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|
2025
Q1 | $334K | Hold |
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|
2024
Q4 | $340K | Hold |
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|
2024
Q3 | $316K | Hold |
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|
2024
Q2 | $293K | Hold |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $346K | Hold |
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|
2023
Q3 | $295K | Hold |
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|
2023
Q2 | $316K | Hold |
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|
2023
Q1 | $312K | Hold |
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|
2022
Q4 | $317K | Hold |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $337K | Hold |
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|
2022
Q1 | $413K | Hold |
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|
2021
Q4 | $377K | Hold |
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|
2021
Q3 | $349K | Hold |
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|
2021
Q2 | $359K | Hold |
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|
2021
Q1 | $312K | Hold |
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|
2020
Q4 | $266K | Hold |
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|
2020
Q3 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $271K | Hold |
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|
2019
Q3 | $258K | Hold |
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|
2019
Q2 | $264K | Hold |
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|
2019
Q1 | $262K | Hold |
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|
2018
Q4 | $229K | Hold |
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|
2018
Q3 | $289K | Hold |
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|
2018
Q2 | $270K | Hold |
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|
2018
Q1 | $264K | Hold |
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|
2017
Q4 | $280K | Hold |
|
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|
2017
Q3 | $265K | Hold |
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|
2017
Q2 | $257K | Hold |
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|
2017
Q1 | $262K | Hold |
|
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|
2016
Q4 | $252K | Hold |
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|
2016
Q3 | $229K | Hold |
|
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|
2016
Q2 | $222K | Hold |
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|
2016
Q1 | $212K | Hold |
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|
2015
Q4 | $197K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $215K | Hold |
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|
2015
Q1 | $217K | Sell |
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|
2014
Q4 | $274K | Buy |
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|
2014
Q3 | $276K | Buy |
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|
2014
Q2 | $258K | Hold |
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|
2014
Q1 | $235K | Hold |
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|
2013
Q4 | $233K | Hold |
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|
2013
Q3 | $234K | Hold |
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|
2013
Q2 | $203K | Buy |
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