Ritholtz Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.41M | Sell |
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|
2025
Q2 | $1.2M | Sell |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.4M | Buy |
|
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|
2024
Q3 | $1.05M | Sell |
|
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|
2024
Q2 | $1.01M | Sell |
|
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|
2024
Q1 | $1.18M | Buy |
|
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|
2023
Q4 | $834K | Sell |
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|
2023
Q3 | $756K | Sell |
|
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|
2023
Q2 | $1.13M | Buy |
|
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|
2023
Q1 | $962K | Sell |
|
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|
2022
Q4 | $2.19M | Buy |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $939K | Buy |
|
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $404K | Buy |
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|
2021
Q3 | $203K | Buy |
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