Private Advisor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
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|
2025
Q1 | $2.14M | Buy |
|
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|
2024
Q4 | $2.07M | Buy |
|
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|
2024
Q3 | $1.9M | Buy |
|
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|
2024
Q2 | $1.71M | Buy |
|
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|
2024
Q1 | $1.99M | Buy |
|
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|
2023
Q4 | $2.01M | Hold |
|
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|
2023
Q3 | $1.72M | Hold |
|
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|
2023
Q2 | $1.88M | Sell |
|
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|
2023
Q1 | $1.81M | Sell |
|
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|
2022
Q4 | $2.63M | Sell |
|
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|
2022
Q3 | $2.78M | Buy |
|
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|
2022
Q2 | $2.54M | Buy |
|
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|
2022
Q1 | $2.58M | Buy |
|
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|
2021
Q4 | $2.19M | Sell |
|
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|
2021
Q3 | $3.9M | Buy |
|
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|
2021
Q2 | $2.09M | Buy |
|
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|
2021
Q1 | $1.74M | Buy |
|
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|
2020
Q3 | – | Sell |
|
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|
2020
Q2 | $53K | Buy |
|
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|
2018
Q3 | – | Sell |
|
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|
2018
Q2 | $235K | Sell |
|
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|
2018
Q1 | $273K | Buy |
|
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|
2017
Q4 | $223K | Sell |
|
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|
2017
Q3 | $408K | Buy |
|
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|
2017
Q2 | $360K | Sell |
|
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|
2017
Q1 | $592K | Buy |
|
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|
2016
Q4 | $415K | Buy |
|
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|
2016
Q3 | $314K | Buy |
|
|||||
|
2016
Q2 | $301K | Buy |
|
|||||
|
2016
Q1 | $225K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $244K | Buy |
|
|||||
|
2015
Q2 | $217K | Sell |
|
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|
2015
Q1 | $297K | Sell |
|
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|
2014
Q4 | $511K | Buy |
|
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|
2014
Q3 | $385K | Sell |
|
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|
2014
Q2 | $704K | Buy |
|
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|
2014
Q1 | $232K | Buy |
|