Trust Company of Vermont’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 | $117K | Hold |
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|
2025
Q2 | $99.7K | Hold |
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|
2025
Q1 | $86.1K | Hold |
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|
2024
Q4 | $87.4K | Sell |
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|
2024
Q3 | $326K | Hold |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $353K | Buy |
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|
2023
Q4 | $356K | Sell |
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|
2023
Q3 | $347K | Hold |
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|
2023
Q2 | $372K | Sell |
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|
2023
Q1 | $381K | Buy |
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|
2022
Q4 | $111K | Sell |
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|
2022
Q3 | $110K | Hold |
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|
2022
Q2 | $121K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $135K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $131K | Hold |
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|
2021
Q1 | $114K | Hold |
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|
2020
Q4 | $98K | Hold |
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|
2020
Q3 | $75K | Hold |
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|
2020
Q2 | $68K | Hold |
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|
2020
Q1 | $64K | Hold |
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|
2019
Q4 | $99K | Sell |
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|
2019
Q3 | $107K | Sell |
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|
2019
Q2 | $113K | Hold |
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|
2019
Q1 | $112K | Sell |
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|
2018
Q4 | $105K | Sell |
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|
2018
Q3 | $155K | Sell |
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|
2018
Q2 | $292K | Sell |
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|
2018
Q1 | $350K | Sell |
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|
2017
Q4 | $388K | Sell |
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|
2017
Q3 | $374K | Hold |
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|
2017
Q2 | $363K | Sell |
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|
2017
Q1 | $371K | Sell |
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|
2016
Q4 | $399K | Sell |
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|
2016
Q3 | $371K | Buy |
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|
2016
Q2 | $346K | Buy |
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|
2016
Q1 | $281K | Sell |
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|
2015
Q4 | $328K | Sell |
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|
2015
Q3 | $325K | Sell |
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|
2015
Q2 | $403K | Sell |
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|
2015
Q1 | $440K | Sell |
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|
2014
Q4 | $520K | Sell |
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|
2014
Q3 | $546K | Sell |
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|
2014
Q2 | $553K | Buy |
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|
2014
Q1 | $493K | Sell |
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|
2013
Q4 | $493K | Sell |
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|
2013
Q3 | $501K | Buy |
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|
2013
Q2 | $431K | Buy |
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