Michael J. Puzo’s Bank of Montreal BMO Stock Holding History

Michael J. Puzo’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$387K	Hold	3,500	–	–	0.11%	54
2025 Q1	$334K	Hold	3,500	–	–	0.1%	57
2024 Q4	$340K	Hold	3,500	–	–	0.1%	58
2024 Q3	$316K	Hold	3,500	–	–	0.08%	60
2024 Q2	$293K	Hold	3,500	–	–	0.08%	67
2024 Q1	$342K	Hold	3,500	–	–	0.09%	62
2023 Q4	$346K	Hold	3,500	–	–	0.11%	59
2023 Q3	$295K	Hold	3,500	–	–	0.1%	63
2023 Q2	$316K	Hold	3,500	–	–	0.1%	65
2023 Q1	$312K	Hold	3,500	–	–	0.1%	68
2022 Q4	$317K	Hold	3,500	–	–	0.11%	66
2022 Q3	$307K	Hold	3,500	–	–	0.12%	67
2022 Q2	$337K	Hold	3,500	–	–	0.12%	67
2022 Q1	$413K	Hold	3,500	–	–	0.12%	65
2021 Q4	$377K	Hold	3,500	–	–	0.11%	67
2021 Q3	$349K	Hold	3,500	–	–	0.11%	64
2021 Q2	$359K	Hold	3,500	–	–	0.11%	65
2021 Q1	$312K	Hold	3,500	–	–	0.1%	66
2020 Q4	$266K	Hold	3,500	–	–	0.09%	70
2020 Q3	$204K	Buy	+3,500	New	+$204K	0.07%	73
2020 Q1	–	Sell	-3,500	Closed	-$271K	–	71
2019 Q4	$271K	Hold	3,500	–	–	0.1%	71
2019 Q3	$258K	Hold	3,500	–	–	0.1%	71
2019 Q2	$264K	Hold	3,500	–	–	0.1%	73
2019 Q1	$262K	Hold	3,500	–	–	0.1%	67
2018 Q4	$229K	Hold	3,500	–	–	0.1%	71
2018 Q3	$289K	Hold	3,500	–	–	0.11%	71
2018 Q2	$270K	Hold	3,500	–	–	0.11%	69
2018 Q1	$264K	Hold	3,500	–	–	0.11%	72
2017 Q4	$280K	Hold	3,500	–	–	0.12%	72
2017 Q3	$265K	Hold	3,500	–	–	0.14%	67
2017 Q2	$257K	Hold	3,500	–	–	0.14%	68
2017 Q1	$262K	Hold	3,500	–	–	0.15%	69
2016 Q4	$252K	Hold	3,500	–	–	0.15%	71
2016 Q3	$229K	Hold	3,500	–	–	0.13%	75
2016 Q2	$222K	Hold	3,500	–	–	0.15%	71
2016 Q1	$212K	Hold	3,500	–	–	0.14%	75
2015 Q4	$197K	Buy	+3,500	New	+$197K	0.14%	74
2015 Q3	–	Sell	-3,620	Closed	-$215K	–	118
2015 Q2	$215K	Hold	3,620	–	–	0.14%	76
2015 Q1	$217K	Sell	3,620 -250	-6%	-$15K	0.14%	76
2014 Q4	$274K	Buy	3,870 +120	+3%	+$8.5K	0.18%	72
2014 Q3	$276K	Buy	3,750 +250	+7%	+$18.4K	0.19%	72
2014 Q2	$258K	Hold	3,500	–	–	0.18%	69
2014 Q1	$235K	Hold	3,500	–	–	0.17%	67
2013 Q4	$233K	Hold	3,500	–	–	0.17%	70
2013 Q3	$234K	Hold	3,500	–	–	0.2%	67
2013 Q2	$203K	Buy	+3,500	New	+$203K	0.18%	72