180 Wealth Advisors’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 | – | Sell |
|
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|
2025
Q2 | $230K | Buy |
|
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|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $217K | Sell |
|
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|
2024
Q3 | $220K | Sell |
|
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|
2024
Q2 | $217K | Sell |
|
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|
2024
Q1 | $274K | Sell |
|
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|
2023
Q4 | $307K | Sell |
|
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|
2023
Q3 | $311K | Buy |
|
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|
2023
Q2 | $315K | Sell |
|
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|
2023
Q1 | $331K | Sell |
|
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|
2022
Q4 | $403K | Sell |
|
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|
2022
Q3 | $377K | Buy |
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|
2022
Q2 | $220K | Buy |
|
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|
2018
Q2 | – | Sell |
|
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|
2018
Q1 | $234K | Sell |
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|
2017
Q4 | $299K | Buy |
|