Tacita 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 | $636K | Hold |
5,737
| – | – | 0.41% | 50 |
|
|
2025
Q1 | $548K | Buy |
5,737
+5,000
| +678% | +$478K | 0.39% | 50 |
|
|
2024
Q4 | $71.4K | Hold |
737
| – | – | 0.05% | 113 |
|
|
2024
Q3 | $66.6K | Hold |
737
| – | – | 0.04% | 133 |
|
|
2024
Q2 | $61.8K | Sell |
737
-479
| -39% | -$40.2K | 0.04% | 133 |
|
|
2024
Q1 | $119K | Sell |
1,216
-815
| -40% | -$79.6K | 0.08% | 100 |
|
|
2023
Q4 | $202K | Buy |
2,031
+36
| +2% | +$3.57K | 0.15% | 85 |
|
|
2023
Q3 | $169K | Sell |
1,995
-3,920
| -66% | -$332K | 0.13% | 86 |
|
|
2023
Q2 | $535K | Sell |
5,915
-3,000
| -34% | -$271K | 0.39% | 53 |
|
|
2023
Q1 | $793K | Hold |
8,915
| – | – | 0.6% | 41 |
|
|
2022
Q4 | $808K | Sell |
8,915
-620
| -7% | -$56.2K | 0.61% | 42 |
|
|
2022
Q3 | $842K | Hold |
9,535
| – | – | 0.65% | 36 |
|
|
2022
Q2 | $917K | Sell |
9,535
-5,960
| -38% | -$573K | 0.63% | 36 |
|
|
2022
Q1 | $1.83M | Hold |
15,495
| – | – | 1.06% | 34 |
|
|
2021
Q4 | $1.67M | Sell |
15,495
-755
| -5% | -$81.2K | 0.95% | 34 |
|
|
2021
Q3 | $1.61M | Sell |
16,250
-1,961
| -11% | -$194K | 0.99% | 33 |
|
|
2021
Q2 | $1.87M | Buy |
18,211
+6,670
| +58% | +$683K | 1.12% | 32 |
|
|
2021
Q1 | $1.03M | Buy |
11,541
+234
| +2% | +$20.8K | 0.67% | 36 |
|
|
2020
Q4 | $858K | Buy |
+11,307
| New | +$858K | 0.56% | 38 |
|