Ameritas Advisory Services’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 | $211K | Sell |
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|
2025
Q1 | $257K | Hold |
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|
2024
Q4 | $257K | Buy |
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|
2024
Q3 | $236K | Buy |
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|
2024
Q2 | $219K | Buy |
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|
2024
Q1 | $233K | Sell |
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|
2023
Q4 | $247K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $300K | Buy |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | $254K | Buy |
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|
2022
Q1 | $307K | Buy |
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|
2021
Q4 | $257K | Buy |
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