Vaughan & Co Securities’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 | $722K | Sell |
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|
2025
Q2 | $794K | Sell |
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|
2025
Q1 | $690K | Sell |
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|
2024
Q4 | $717K | Sell |
|
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|
2024
Q3 | $672K | Sell |
|
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|
2024
Q2 | $628K | Buy |
|
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|
2024
Q1 | $721K | Sell |
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|
2023
Q4 | $800K | Buy |
|
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|
2023
Q3 | $514K | Sell |
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|
2023
Q2 | $553K | Hold |
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|
2023
Q1 | $546K | Sell |
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|
2022
Q4 | $562K | Sell |
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|
2022
Q3 | $558K | Buy |
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|
2022
Q2 | $553K | Hold |
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|
2022
Q1 | $679K | Hold |
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|
2021
Q4 | $620K | Sell |
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|
2021
Q3 | $727K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $668K | Sell |
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|
2020
Q4 | $583K | Sell |
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|
2020
Q3 | $471K | Hold |
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|
2020
Q2 | $428K | Hold |
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|
2020
Q1 | $406K | Hold |
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|
2019
Q4 | $626K | Buy |
|