Ameritas Advisory Services’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 | $211K | Sell |
1,906
-745
| -28% | -$82.4K | 0.01% | 723 |
|
|
2025
Q1 | $257K | Hold |
2,651
| – | – | 0.01% | 739 |
|
|
2024
Q4 | $257K | Buy |
2,651
+38
| +1% | +$3.69K | 0.01% | 757 |
|
|
2024
Q3 | $236K | Buy |
2,613
+3
| +0.1% | +$271 | 0.01% | 757 |
|
|
2024
Q2 | $219K | Buy |
2,610
+42
| +2% | +$3.52K | 0.01% | 832 |
|
|
2024
Q1 | $233K | Sell |
2,568
-46
| -2% | -$4.17K | 0.01% | 784 |
|
|
2023
Q4 | $247K | Buy |
+2,614
| New | +$247K | 0.01% | 610 |
|
|
2023
Q2 | – | Sell |
-2,520
| Closed | -$225K | – | 773 |
|
|
2023
Q1 | $225K | Sell |
2,520
-786
| -24% | -$70.2K | 0.01% | 731 |
|
|
2022
Q4 | $300K | Buy |
3,306
+635
| +24% | +$57.5K | 0.01% | 712 |
|
|
2022
Q3 | $234K | Buy |
2,671
+29
| +1% | +$2.54K | 0.01% | 667 |
|
|
2022
Q2 | $254K | Buy |
2,642
+36
| +1% | +$3.46K | 0.01% | 676 |
|
|
2022
Q1 | $307K | Buy |
2,606
+220
| +9% | +$25.9K | 0.01% | 654 |
|
|
2021
Q4 | $257K | Buy |
+2,386
| New | +$257K | 0.01% | 697 |
|