Private Trust Company’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 | $142K | Sell |
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|
2025
Q2 | $123K | Buy |
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|
2025
Q1 | $105K | Buy |
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|
2024
Q4 | $83.3K | Buy |
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|
2024
Q3 | $22.4K | Sell |
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|
2024
Q2 | $50.1K | Hold |
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|
2024
Q1 | $58.4K | Hold |
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|
2023
Q4 | $59.2K | Hold |
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|
2023
Q3 | $50.5K | Hold |
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|
2023
Q2 | $54K | Buy |
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|
2023
Q1 | $31.2K | Hold |
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|
2022
Q4 | $32K | Hold |
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|
2022
Q3 | $31K | Hold |
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|
2022
Q2 | $34K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Hold |
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|
2019
Q3 | $214K | Buy |
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|
2019
Q2 | $208K | Hold |
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|
2019
Q1 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $215K | Sell |
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|
2018
Q2 | $202K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $209K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $285K | Hold |
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|
2014
Q3 | $256K | Sell |
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|
2014
Q2 | $289K | Buy |
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|
2014
Q1 | $205K | Hold |
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|
2013
Q4 | $204K | Hold |
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|
2013
Q3 | $205K | Buy |
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|
2013
Q2 | $27K | Buy |
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