180 Wealth 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 | $230K | Buy |
+2,081
| New | +$230K | 0.03% | 378 |
|
|
2025
Q1 | – | Sell |
-2,236
| Closed | -$217K | – | 418 |
|
|
2024
Q4 | $217K | Sell |
2,236
-206
| -8% | -$20K | 0.03% | 378 |
|
|
2024
Q3 | $220K | Sell |
2,442
-89
| -4% | -$8.03K | 0.03% | 390 |
|
|
2024
Q2 | $217K | Sell |
2,531
-277
| -10% | -$23.7K | 0.04% | 384 |
|
|
2024
Q1 | $274K | Sell |
2,808
-329
| -10% | -$32.1K | 0.05% | 313 |
|
|
2023
Q4 | $307K | Sell |
3,137
-550
| -15% | -$53.8K | 0.06% | 274 |
|
|
2023
Q3 | $311K | Buy |
3,687
+239
| +7% | +$20.2K | 0.07% | 254 |
|
|
2023
Q2 | $315K | Sell |
3,448
-268
| -7% | -$24.5K | 0.07% | 250 |
|
|
2023
Q1 | $331K | Sell |
3,716
-256
| -6% | -$22.8K | 0.08% | 245 |
|
|
2022
Q4 | $403K | Sell |
3,972
-333
| -8% | -$33.8K | 0.09% | 218 |
|
|
2022
Q3 | $377K | Buy |
4,305
+2,033
| +89% | +$178K | 0.1% | 193 |
|
|
2022
Q2 | $220K | Buy |
+2,272
| New | +$220K | 0.06% | 319 |
|
|
2018
Q2 | – | Sell |
-3,094
| Closed | -$234K | – | 245 |
|
|
2018
Q1 | $234K | Sell |
3,094
-647
| -17% | -$48.9K | 0.12% | 204 |
|
|
2017
Q4 | $299K | Buy |
+3,741
| New | +$299K | 0.15% | 168 |
|