Montrusco Bolton Investments’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4M | Sell |
193,890
-48,423
| -20% | -$5.36M | 0.24% | 38 |
|
|
2025
Q1 | $23.1M | Buy |
+242,313
| New | +$23.1M | 0.3% | 36 |
|
|
2022
Q2 | – | Sell |
-1,700
| Closed | -$200K | – | 64 |
|
|
2022
Q1 | $200K | Buy |
+1,700
| New | +$200K | ﹤0.01% | 63 |
|
|
2017
Q3 | – | Sell |
-1,700
| Closed | -$125K | – | 75 |
|
|
2017
Q2 | $125K | Buy |
+1,700
| New | +$125K | 0.01% | 84 |
|
|
2015
Q2 | – | Sell |
-6,350
| Closed | -$381K | – | 74 |
|
|
2015
Q1 | $381K | Hold |
6,350
| – | – | 0.03% | 83 |
|
|
2014
Q4 | $451K | Hold |
6,350
| – | – | 0.03% | 75 |
|
|
2014
Q3 | $468K | Hold |
6,350
| – | – | 0.03% | 72 |
|
|
2014
Q2 | $468K | Hold |
6,350
| – | – | 0.03% | 79 |
|
|
2014
Q1 | $426K | Hold |
6,350
| – | – | 0.03% | 81 |
|
|
2013
Q4 | $423K | Hold |
6,350
| – | – | 0.03% | 79 |
|
|
2013
Q3 | $425K | Hold |
6,350
| – | – | 0.03% | 82 |
|
|
2013
Q2 | $367K | Buy |
+6,350
| New | +$367K | 0.03% | 83 |
|