AE Wealth Management’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 | $352K | Buy |
3,182
+216
| +7% | +$23.9K | ﹤0.01% | 1045 |
|
|
2025
Q1 | $283K | Sell |
2,966
-789
| -21% | -$75.4K | ﹤0.01% | 1114 |
|
|
2024
Q4 | $364K | Buy |
+3,755
| New | +$364K | ﹤0.01% | 1022 |
|
|
2024
Q3 | – | Sell |
-3,296
| Closed | -$276K | – | 1244 |
|
|
2024
Q2 | $276K | Buy |
+3,296
| New | +$276K | ﹤0.01% | 1056 |
|
|
2024
Q1 | – | Sell |
-32,175
| Closed | -$3.12M | – | 1240 |
|
|
2023
Q4 | $3.12M | Sell |
32,175
-1,395
| -4% | -$135K | 0.02% | 752 |
|
|
2023
Q3 | $2.83M | Buy |
33,570
+15,612
| +87% | +$1.32M | 0.02% | 726 |
|
|
2023
Q2 | $1.62M | Buy |
17,958
+1,836
| +11% | +$166K | 0.01% | 904 |
|
|
2023
Q1 | $1.44M | Buy |
16,122
+7,852
| +95% | +$700K | 0.01% | 911 |
|
|
2022
Q4 | $749K | Sell |
8,270
-129
| -2% | -$11.7K | 0.01% | 1109 |
|
|
2022
Q3 | $736K | Sell |
8,399
-626
| -7% | -$54.9K | 0.01% | 1065 |
|
|
2022
Q2 | $868K | Sell |
9,025
-302
| -3% | -$29K | 0.01% | 936 |
|
|
2022
Q1 | $1.1M | Sell |
9,327
-74
| -0.8% | -$8.73K | 0.01% | 882 |
|
|
2021
Q4 | $1.01M | Buy |
9,401
+191
| +2% | +$20.6K | 0.01% | 923 |
|
|
2021
Q3 | $918K | Sell |
9,210
-147
| -2% | -$14.7K | 0.01% | 891 |
|
|
2021
Q2 | $960K | Buy |
9,357
+624
| +7% | +$64K | 0.01% | 856 |
|
|
2021
Q1 | $778K | Buy |
8,733
+2,049
| +31% | +$183K | 0.01% | 856 |
|
|
2020
Q4 | $508K | Sell |
6,684
-569
| -8% | -$43.2K | 0.01% | 951 |
|
|
2020
Q3 | $424K | Buy |
7,253
+440
| +6% | +$25.7K | 0.01% | 935 |
|
|
2020
Q2 | $361K | Buy |
6,813
+2,613
| +62% | +$138K | 0.01% | 965 |
|
|
2020
Q1 | $211K | Sell |
4,200
-70
| -2% | -$3.52K | ﹤0.01% | 988 |
|
|
2019
Q4 | $331K | Buy |
4,270
+114
| +3% | +$8.84K | 0.01% | 866 |
|
|
2019
Q3 | $307K | Sell |
4,156
-162
| -4% | -$12K | 0.01% | 776 |
|
|
2019
Q2 | $326K | Buy |
+4,318
| New | +$326K | 0.01% | 723 |
|
|
2018
Q4 | – | Sell |
-3,906
| Closed | -$322K | – | 487 |
|
|
2018
Q3 | $322K | Buy |
3,906
+479
| +14% | +$39.5K | 0.02% | 429 |
|
|
2018
Q2 | $265K | Buy |
3,427
+14
| +0.4% | +$1.08K | 0.02% | 360 |
|
|
2018
Q1 | $258K | Buy |
+3,413
| New | +$258K | 0.02% | 358 |
|