Valeo Financial Advisors’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 | $239K | Sell |
2,162
-125
| -5% | -$13.8K | 0.01% | 643 |
|
|
2025
Q1 | $218K | Sell |
2,287
-578
| -20% | -$55.2K | 0.01% | 615 |
|
|
2024
Q4 | $278K | Buy |
2,865
+125
| +5% | +$12.1K | 0.01% | 553 |
|
|
2024
Q3 | $247K | Buy |
2,740
+59
| +2% | +$5.32K | 0.01% | 586 |
|
|
2024
Q2 | $225K | Hold |
2,681
| – | – | 0.01% | 581 |
|
|
2024
Q1 | $249K | Buy |
2,681
+20
| +0.8% | +$1.86K | 0.01% | 555 |
|
|
2023
Q4 | $263K | Sell |
2,661
-210
| -7% | -$20.8K | 0.01% | 531 |
|
|
2023
Q3 | $242K | Buy |
2,871
+35
| +1% | +$2.95K | 0.01% | 514 |
|
|
2023
Q2 | $256K | Sell |
2,836
-123
| -4% | -$11.1K | 0.01% | 470 |
|
|
2023
Q1 | $264K | Buy |
2,959
+498
| +20% | +$44.4K | 0.01% | 475 |
|
|
2022
Q4 | $223K | Buy |
+2,461
| New | +$223K | 0.01% | 458 |
|
|
2022
Q2 | – | Sell |
-1,698
| Closed | -$200K | – | 502 |
|
|
2022
Q1 | $200K | Buy |
+1,698
| New | +$200K | 0.01% | 521 |
|
|
2021
Q2 | – | Sell |
-1,441
| Closed | -$128K | – | 618 |
|
|
2021
Q1 | $128K | Buy |
1,441
+41
| +3% | +$3.64K | 0.01% | 531 |
|
|
2020
Q4 | $106K | Hold |
1,400
| – | – | 0.01% | 538 |
|
|
2020
Q3 | $82K | Sell |
1,400
-82
| -6% | -$4.8K | 0.01% | 504 |
|
|
2020
Q2 | $79K | Buy |
1,482
+82
| +6% | +$4.37K | 0.01% | 556 |
|
|
2020
Q1 | $75K | Hold |
1,400
| – | – | 0.01% | 476 |
|
|
2019
Q4 | $108K | Hold |
1,400
| – | – | 0.01% | 444 |
|
|
2019
Q3 | $103K | Hold |
1,400
| – | – | 0.01% | 426 |
|
|
2019
Q2 | $106K | Hold |
1,400
| – | – | 0.01% | 419 |
|
|
2019
Q1 | $105K | Hold |
1,400
| – | – | 0.01% | 400 |
|
|
2018
Q4 | $91K | Hold |
1,400
| – | – | 0.01% | 393 |
|
|
2018
Q3 | $105K | Sell |
1,400
-400
| -22% | -$30K | 0.01% | 385 |
|
|
2018
Q2 | $142K | Buy |
1,800
+400
| +29% | +$31.6K | 0.02% | 341 |
|
|
2018
Q1 | $106K | Buy |
1,400
+400
| +40% | +$30.3K | 0.02% | 355 |
|
|
2017
Q4 | $80K | Hold |
1,000
| – | – | 0.01% | 380 |
|
|
2017
Q3 | $76K | Buy |
+1,000
| New | +$76K | 0.02% | 332 |
|