Vaughan & Co Securities’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 | $794K | Sell |
7,177
-45
| -0.6% | -$4.98K | 0.46% | 23 |
|
|
2025
Q1 | $690K | Sell |
7,222
-168
| -2% | -$16K | 0.43% | 31 |
|
|
2024
Q4 | $717K | Sell |
7,390
-57
| -0.8% | -$5.53K | 0.43% | 30 |
|
|
2024
Q3 | $672K | Sell |
7,447
-45
| -0.6% | -$4.06K | 0.4% | 39 |
|
|
2024
Q2 | $628K | Buy |
7,492
+106
| +1% | +$8.89K | 0.4% | 35 |
|
|
2024
Q1 | $721K | Sell |
7,386
-696
| -9% | -$68K | 0.46% | 26 |
|
|
2023
Q4 | $800K | Buy |
8,082
+1,988
| +33% | +$197K | 0.54% | 23 |
|
|
2023
Q3 | $514K | Sell |
6,094
-33
| -0.5% | -$2.78K | 0.38% | 39 |
|
|
2023
Q2 | $553K | Hold |
6,127
| – | – | 0.39% | 41 |
|
|
2023
Q1 | $546K | Sell |
6,127
-71
| -1% | -$6.33K | 0.41% | 44 |
|
|
2022
Q4 | $562K | Sell |
6,198
-171
| -3% | -$15.5K | 0.45% | 41 |
|
|
2022
Q3 | $558K | Buy |
6,369
+614
| +11% | +$53.8K | 0.48% | 35 |
|
|
2022
Q2 | $553K | Hold |
5,755
| – | – | 0.44% | 39 |
|
|
2022
Q1 | $679K | Hold |
5,755
| – | – | 0.47% | 36 |
|
|
2021
Q4 | $620K | Sell |
5,755
-1,532
| -21% | -$165K | 0.42% | 37 |
|
|
2021
Q3 | $727K | Buy |
+7,287
| New | +$727K | 0.54% | 21 |
|
|
2021
Q2 | – | Sell |
-7,499
| Closed | -$668K | – | 54 |
|
|
2021
Q1 | $668K | Sell |
7,499
-165
| -2% | -$14.7K | 0.54% | 23 |
|
|
2020
Q4 | $583K | Sell |
7,664
-408
| -5% | -$31K | 0.52% | 20 |
|
|
2020
Q3 | $471K | Hold |
8,072
| – | – | 0.49% | 28 |
|
|
2020
Q2 | $428K | Hold |
8,072
| – | – | 0.47% | 35 |
|
|
2020
Q1 | $406K | Hold |
8,072
| – | – | 0.52% | 30 |
|
|
2019
Q4 | $626K | Buy |
+8,072
| New | +$626K | 0.56% | 24 |
|