Savant Capital’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 | $830K | Buy |
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|
2025
Q2 | $702K | Buy |
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|
2025
Q1 | $369K | Buy |
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|
2024
Q4 | $295K | Sell |
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|
2024
Q3 | $427K | Buy |
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|
2024
Q2 | $349K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.17M | Buy |
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|
2019
Q4 | $1.67M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $275K | Buy |
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|
2016
Q2 | $265K | Sell |
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|
2016
Q1 | $265K | Hold |
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|
2015
Q4 | $247K | Buy |
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|
2015
Q3 | $225K | Sell |
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|
2015
Q2 | $281K | Hold |
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|
2015
Q1 | $284K | Sell |
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|
2014
Q4 | $407K | Hold |
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|
2014
Q3 | $424K | Hold |
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|
2014
Q2 | $424K | Sell |
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|
2014
Q1 | $389K | Hold |
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|
2013
Q4 | $387K | Sell |
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|
2013
Q3 | $401K | Hold |
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|
2013
Q2 | $348K | Buy |
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