Arax Advisory Partners’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 | $15.5K | Buy |
30
+16
| +114% | +$8.29K | ﹤0.01% | 1773 |
|
|
2025
Q1 | $1.34K | Hold |
14
| – | – | ﹤0.01% | 2211 |
|
|
2024
Q4 | $1.36K | Hold |
14
| – | – | ﹤0.01% | 2098 |
|
|
2024
Q3 | $1.26K | Buy |
14
+2
| +17% | +$180 | ﹤0.01% | 2187 |
|
|
2024
Q2 | $1.01K | Buy |
+12
| New | +$1.01K | ﹤0.01% | 2171 |
|
|
2023
Q4 | – | Sell |
-667
| Closed | -$56.3K | – | 1344 |
|
|
2023
Q3 | $56.3K | Sell |
667
-34
| -5% | -$2.87K | 0.01% | 447 |
|
|
2023
Q2 | $63.3K | Sell |
701
-117
| -14% | -$10.6K | 0.01% | 426 |
|
|
2023
Q1 | $72.9K | Hold |
818
| – | – | 0.01% | 399 |
|
|
2022
Q4 | $74.1K | Sell |
818
-2
| -0.2% | -$181 | 0.01% | 385 |
|
|
2022
Q3 | $72K | Buy |
820
+6
| +0.7% | +$527 | 0.01% | 366 |
|
|
2022
Q2 | $78K | Hold |
814
| – | – | 0.01% | 350 |
|
|
2022
Q1 | $96K | Buy |
814
+71
| +10% | +$8.37K | 0.01% | 344 |
|
|
2021
Q4 | $80K | Buy |
743
+95
| +15% | +$10.2K | 0.01% | 378 |
|
|
2021
Q3 | $65K | Buy |
648
+29
| +5% | +$2.91K | 0.01% | 414 |
|
|
2021
Q2 | $63K | Buy |
+619
| New | +$63K | 0.01% | 435 |
|
|
2020
Q4 | $9K | Sell |
119
-100
| -46% | -$7.56K | ﹤0.01% | 577 |
|
|
2020
Q3 | $13K | Hold |
219
| – | – | ﹤0.01% | 513 |
|
|
2020
Q2 | $12K | Hold |
219
| – | – | ﹤0.01% | 515 |
|
|
2020
Q1 | $11K | Hold |
219
| – | – | ﹤0.01% | 515 |
|
|
2019
Q4 | $17K | Buy |
219
+100
| +84% | +$7.76K | ﹤0.01% | 423 |
|
|
2019
Q3 | $9K | Hold |
119
| – | – | ﹤0.01% | 467 |
|
|
2019
Q2 | $9K | Buy |
+119
| New | +$9K | ﹤0.01% | 472 |
|
|
2018
Q4 | $8K | Buy |
+119
| New | +$8K | ﹤0.01% | 450 |
|
|
2018
Q3 | – | Sell |
-60
| Closed | -$4K | – | 629 |
|
|
2018
Q2 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 393 |
|
|
2017
Q3 | – | Sell |
-50
| Closed | -$4K | – | 468 |
|
|
2017
Q2 | $4K | Buy |
50
+21
| +72% | +$1.68K | ﹤0.01% | 396 |
|
|
2017
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 423 |
|
|
2016
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 455 |
|