WoodTrust Financial’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
Q2 | $827K | Buy |
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|
2025
Q1 | $285K | Hold |
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|
2024
Q4 | $290K | Buy |
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|
2024
Q3 | $245K | Sell |
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|
2024
Q2 | $2.32M | Hold |
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|
2024
Q1 | $2.71K | Buy |
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|
2023
Q4 | $2.69M | Hold |
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|
2023
Q3 | $2.29M | Sell |
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|
2023
Q2 | $2.54M | Buy |
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|
2023
Q1 | $2.42M | Hold |
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|
2022
Q4 | $2.46M | Buy |
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|
2022
Q3 | $2.37M | Hold |
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|
2022
Q2 | $2.6M | Hold |
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|
2022
Q1 | $3.19M | Hold |
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|
2021
Q4 | $2.91M | Buy |
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|
2021
Q3 | $2.58M | Hold |
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|
2021
Q2 | $2.65M | Sell |
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|
2021
Q1 | $2.32M | Buy |
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|
2020
Q4 | $1.93M | Hold |
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|
2020
Q3 | $1.48M | Hold |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | $1.27M | Sell |
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|
2019
Q4 | $1.96M | Hold |
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|
2019
Q3 | $1.86M | Hold |
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|
2019
Q2 | $1.91M | Hold |
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|
2019
Q1 | $1.89M | Hold |
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|
2018
Q4 | $1.65M | Sell |
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|
2018
Q3 | $2.28M | Hold |
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|
2018
Q2 | $2.13M | Hold |
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|
2018
Q1 | $2.08M | Sell |
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|
2017
Q4 | $2.22M | Buy |
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