Tradewinds Capital Management’s Bank of Montreal BMO Stock Holding History

Tradewinds Capital Management’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$13.8K	Hold	125	–	–	﹤0.01%	314
2025 Q1	$11.9K	Hold	125	–	–	﹤0.01%	342
2024 Q4	$12.1K	Hold	125	–	–	﹤0.01%	353
2024 Q3	$11.3K	Hold	125	–	–	﹤0.01%	342
2024 Q2	$10.5K	Hold	125	–	–	﹤0.01%	331
2024 Q1	$12.2K	Hold	125	–	–	﹤0.01%	293
2023 Q4	$12.4K	Hold	125	–	–	﹤0.01%	230
2023 Q3	$10.5K	Hold	125	–	–	﹤0.01%	230
2023 Q2	$11.3K	Hold	125	–	–	﹤0.01%	226
2023 Q1	$11.1K	Hold	125	–	–	﹤0.01%	232
2022 Q4	$11.3K	Hold	125	–	–	0.01%	209
2022 Q3	$11K	Hold	125	–	–	﹤0.01%	204
2022 Q2	$12K	Hold	125	–	–	﹤0.01%	195
2022 Q1	$15K	Hold	125	–	–	﹤0.01%	409
2021 Q4	$13K	Hold	125	–	–	﹤0.01%	443
2021 Q3	$12K	Hold	125	–	–	﹤0.01%	440
2021 Q2	$13K	Hold	125	–	–	﹤0.01%	432
2021 Q1	$11K	Hold	125	–	–	﹤0.01%	436
2020 Q4	$10K	Hold	125	–	–	﹤0.01%	418
2020 Q3	$7K	Sell	125 -17	-12%	-$952	﹤0.01%	437
2020 Q2	$8K	Sell	142 -15	-10%	-$845	﹤0.01%	416
2020 Q1	$8K	Buy	157 +32	+26%	+$1.63K	﹤0.01%	383
2019 Q4	$10K	Hold	125	–	–	﹤0.01%	412
2019 Q3	$9K	Hold	125	–	–	﹤0.01%	387
2019 Q2	$9K	Hold	125	–	–	﹤0.01%	382
2019 Q1	$9K	Hold	125	–	–	﹤0.01%	388
2018 Q4	$8K	Hold	125	–	–	﹤0.01%	407
2018 Q3	$10K	Hold	125	–	–	﹤0.01%	409
2018 Q2	$10K	Hold	125	–	–	﹤0.01%	412
2018 Q1	$9K	Hold	125	–	–	﹤0.01%	410
2017 Q4	$10K	Sell	125 -240	-66%	-$19.2K	﹤0.01%	422
2017 Q3	$28K	Hold	365	–	–	0.01%	260
2017 Q2	$27K	Sell	365 -300	-45%	-$22.2K	0.01%	257
2017 Q1	$50K	Buy	665 +125	+23%	+$9.4K	0.03%	202
2016 Q4	$39K	Hold	540	–	–	0.03%	226
2016 Q3	$35K	Hold	540	–	–	0.02%	236
2016 Q2	$34K	Hold	540	–	–	0.02%	235
2016 Q1	$33K	Hold	540	–	–	0.02%	267
2015 Q4	$30K	Hold	540	–	–	0.02%	266
2015 Q3	$29K	Hold	540	–	–	0.02%	257
2015 Q2	$32K	Hold	540	–	–	0.02%	273
2015 Q1	$32K	Hold	540	–	–	0.02%	252
2014 Q4	$38K	Hold	540	–	–	0.03%	236
2014 Q3	$40K	Hold	540	–	–	0.03%	228
2014 Q2	$40K	Hold	540	–	–	0.03%	232
2014 Q1	$36K	Hold	540	–	–	0.03%	253
2013 Q4	$36K	Buy	+540	New	+$36K	0.03%	249