Patten & Patten’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 | $258K | Hold |
2,328
| – | – | 0.02% | 283 |
|
|
2025
Q1 | $222K | Hold |
2,328
| – | – | 0.01% | 299 |
|
|
2024
Q4 | $226K | Hold |
2,328
| – | – | 0.01% | 294 |
|
|
2024
Q3 | $210K | Buy |
+2,328
| New | +$210K | 0.01% | 302 |
|
|
2024
Q2 | – | Sell |
-2,328
| Closed | -$227K | – | 306 |
|
|
2024
Q1 | $227K | Hold |
2,328
| – | – | 0.02% | 287 |
|
|
2023
Q4 | $230K | Sell |
2,328
-455
| -16% | -$45K | 0.02% | 260 |
|
|
2023
Q3 | $235K | Hold |
2,783
| – | – | 0.02% | 253 |
|
|
2023
Q2 | $251K | Hold |
2,783
| – | – | 0.02% | 248 |
|
|
2023
Q1 | $248K | Hold |
2,783
| – | – | 0.02% | 243 |
|
|
2022
Q4 | $252K | Hold |
2,783
| – | – | 0.02% | 239 |
|
|
2022
Q3 | $244K | Hold |
2,783
| – | – | 0.02% | 242 |
|
|
2022
Q2 | $268K | Hold |
2,783
| – | – | 0.02% | 241 |
|
|
2022
Q1 | $328K | Hold |
2,783
| – | – | 0.02% | 236 |
|
|
2021
Q4 | $300K | Hold |
2,783
| – | – | 0.02% | 242 |
|
|
2021
Q3 | $278K | Hold |
2,783
| – | – | 0.02% | 246 |
|
|
2021
Q2 | $285K | Hold |
2,783
| – | – | 0.02% | 244 |
|
|
2021
Q1 | $248K | Hold |
2,783
| – | – | 0.02% | 243 |
|
|
2020
Q4 | $212K | Buy |
+2,783
| New | +$212K | 0.02% | 250 |
|
|
2020
Q1 | – | Sell |
-2,922
| Closed | -$226K | – | 229 |
|
|
2019
Q4 | $226K | Hold |
2,922
| – | – | 0.02% | 229 |
|
|
2019
Q3 | $215K | Hold |
2,922
| – | – | 0.02% | 225 |
|
|
2019
Q2 | $220K | Hold |
2,922
| – | – | 0.02% | 226 |
|
|
2019
Q1 | $219K | Buy |
+2,922
| New | +$219K | 0.02% | 218 |
|
|
2018
Q4 | – | Sell |
-2,839
| Closed | -$234K | – | 224 |
|
|
2018
Q3 | $234K | Buy |
2,839
+110
| +4% | +$9.07K | 0.02% | 222 |
|
|
2018
Q2 | $211K | Hold |
2,729
| – | – | 0.02% | 228 |
|
|
2018
Q1 | $206K | Hold |
2,729
| – | – | 0.02% | 226 |
|
|
2017
Q4 | $218K | Hold |
2,729
| – | – | 0.02% | 230 |
|
|
2017
Q3 | $207K | Hold |
2,729
| – | – | 0.02% | 241 |
|
|
2017
Q2 | $200K | Hold |
2,729
| – | – | 0.02% | 242 |
|
|
2017
Q1 | $204K | Buy |
+2,729
| New | +$204K | 0.02% | 235 |
|