Patten 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $438K | Sell |
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|
2023
Q4 | $493K | Sell |
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|
2023
Q3 | $436K | Hold |
|
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|
2023
Q2 | $467K | Sell |
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|
2023
Q1 | $462K | Hold |
|
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|
2022
Q4 | $470K | Sell |
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|
2022
Q3 | $446K | Sell |
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|
2022
Q2 | $555K | Hold |
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|
2022
Q1 | $672K | Buy |
|
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|
2021
Q4 | $604K | Hold |
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|
2021
Q3 | $559K | Sell |
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|
2021
Q2 | $599K | Sell |
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|
2021
Q1 | $524K | Buy |
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|
2020
Q4 | $418K | Buy |
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|
2020
Q3 | $239K | Hold |
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|
2020
Q2 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $309K | Buy |
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|
2019
Q3 | $265K | Sell |
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|
2019
Q2 | $279K | Buy |
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|
2019
Q1 | $266K | Buy |
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|
2018
Q4 | $207K | Sell |
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|
2018
Q3 | $272K | Hold |
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|
2018
Q2 | $255K | Hold |
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|
2018
Q1 | $249K | Hold |
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|
2017
Q4 | $264K | Hold |
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|
2017
Q3 | $250K | Hold |
|
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|
2017
Q2 | $247K | Sell |
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|
2017
Q1 | $264K | Buy |
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|
2016
Q4 | $262K | Sell |
|
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|
2016
Q3 | $242K | Buy |
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|
2016
Q2 | $235K | Hold |
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|
2016
Q1 | $225K | Buy |
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|
2015
Q4 | $184K | Buy |
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|
2015
Q3 | $164K | Buy |
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|
2015
Q2 | $163K | Buy |
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