Savant Capital’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Buy |
6,348
+2,485
| +64% | +$275K | ﹤0.01% | 941 |
|
|
2025
Q1 | $369K | Buy |
3,863
+826
| +27% | +$78.9K | ﹤0.01% | 1113 |
|
|
2024
Q4 | $295K | Sell |
3,037
-1,702
| -36% | -$165K | ﹤0.01% | 1122 |
|
|
2024
Q3 | $427K | Buy |
4,739
+577
| +14% | +$52K | ﹤0.01% | 940 |
|
|
2024
Q2 | $349K | Buy |
+4,162
| New | +$349K | ﹤0.01% | 920 |
|
|
2020
Q2 | – | Sell |
-23,180
| Closed | -$1.17M | – | 400 |
|
|
2020
Q1 | $1.17M | Buy |
23,180
+1,646
| +8% | +$82.7K | 0.11% | 138 |
|
|
2019
Q4 | $1.67M | Buy |
+21,534
| New | +$1.67M | 0.2% | 103 |
|
|
2016
Q4 | – | Sell |
-4,192
| Closed | -$275K | – | 259 |
|
|
2016
Q3 | $275K | Buy |
4,192
+15
| +0.4% | +$984 | 0.08% | 191 |
|
|
2016
Q2 | $265K | Sell |
4,177
-194
| -4% | -$12.3K | 0.08% | 198 |
|
|
2016
Q1 | $265K | Hold |
4,371
| – | – | 0.08% | 179 |
|
|
2015
Q4 | $247K | Buy |
4,371
+255
| +6% | +$14.4K | 0.08% | 196 |
|
|
2015
Q3 | $225K | Sell |
4,116
-628
| -13% | -$34.3K | 0.08% | 186 |
|
|
2015
Q2 | $281K | Hold |
4,744
| – | – | 0.09% | 166 |
|
|
2015
Q1 | $284K | Sell |
4,744
-1,012
| -18% | -$60.6K | 0.1% | 168 |
|
|
2014
Q4 | $407K | Hold |
5,756
| – | – | 0.15% | 111 |
|
|
2014
Q3 | $424K | Hold |
5,756
| – | – | 0.18% | 99 |
|
|
2014
Q2 | $424K | Sell |
5,756
-44
| -0.8% | -$3.24K | 0.18% | 95 |
|
|
2014
Q1 | $389K | Hold |
5,800
| – | – | 0.18% | 101 |
|
|
2013
Q4 | $387K | Sell |
5,800
-200
| -3% | -$13.3K | 0.19% | 90 |
|
|
2013
Q3 | $401K | Hold |
6,000
| – | – | 0.22% | 72 |
|
|
2013
Q2 | $348K | Buy |
+6,000
| New | +$348K | 0.2% | 84 |
|