PDS Planning’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 | $567K | Buy |
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|
2025
Q2 | $480K | Buy |
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|
2025
Q1 | $387K | Buy |
|
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|
2024
Q4 | $364K | Buy |
|
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|
2024
Q3 | $310K | Sell |
|
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|
2024
Q2 | $296K | Sell |
|
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|
2024
Q1 | $359K | Buy |
|
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|
2023
Q4 | $355K | Buy |
|
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|
2023
Q3 | $246K | Sell |
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|
2023
Q2 | $264K | Sell |
|
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|
2023
Q1 | $268K | Buy |
|