Princeton Global Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.5K | Hold |
100
| – | – | ﹤0.01% | 539 |
|
|
2025
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 550 |
|
|
2025
Q3 | $13K | Sell |
100
-250
| -71% | -$29.6K | ﹤0.01% | 502 |
|
|
2025
Q2 | $38.7K | Buy |
350
+100
| +40% | +$10.1K | 0.01% | 344 |
|
|
2025
Q1 | $23.9K | Sell |
250
-350
| -58% | -$34.6K | ﹤0.01% | 379 |
|
|
2024
Q4 | $58.2K | Hold |
600
| – | – | 0.01% | 295 |
|
|
2024
Q3 | $54.1K | Hold |
600
| – | – | 0.01% | 310 |
|
|
2024
Q2 | $50.3K | Hold |
600
| – | – | 0.01% | 290 |
|
|
2024
Q1 | $58.6K | Hold |
600
| – | – | 0.01% | 246 |
|
|
2023
Q4 | $59.4K | Hold |
600
| – | – | 0.01% | 240 |
|
|
2023
Q3 | $50.6K | Hold |
600
| – | – | 0.01% | 248 |
|
|
2023
Q2 | $54.2K | Hold |
600
| – | – | 0.02% | 251 |
|
|
2023
Q1 | $53.5K | Hold |
600
| – | – | 0.02% | 257 |
|
|
2022
Q4 | $54K | Hold |
600
| – | – | 0.02% | 232 |
|
|
2022
Q3 | $53K | Hold |
600
| – | – | 0.02% | 230 |
|
|
2022
Q2 | $58K | Hold |
600
| – | – | 0.02% | 240 |
|
|
2022
Q1 | $71K | Hold |
600
| – | – | 0.02% | 232 |
|
|
2021
Q4 | $65K | Hold |
600
| – | – | 0.02% | 238 |
|
|
2021
Q3 | $60K | Hold |
600
| – | – | 0.02% | 239 |
|
|
2021
Q2 | $62K | Hold |
600
| – | – | 0.02% | 240 |
|
|
2021
Q1 | $53K | Hold |
600
| – | – | 0.02% | 240 |
|
|
2020
Q4 | $46K | Hold |
600
| – | – | 0.02% | 248 |
|
|
2020
Q3 | $35K | Hold |
600
| – | – | 0.01% | 241 |
|
|
2020
Q2 | $31K | Hold |
600
| – | – | 0.01% | 293 |
|
|
2020
Q1 | $30K | Hold |
600
| – | – | 0.01% | 269 |
|
|
2019
Q4 | $46 | Hold |
600
| – | – | 0.02% | 245 |
|
|
2019
Q3 | $44K | Hold |
600
| – | – | 0.03% | 219 |
|
|
2019
Q2 | $45K | Hold |
600
| – | – | 0.03% | 229 |
|
|
2019
Q1 | $44K | Hold |
600
| – | – | 0.03% | 199 |
|
|
2018
Q4 | $39K | Buy |
+600
| New | +$44.5K | 0.03% | 166 |
|
Other funds holding BMO
VCM
