Ashton Thomas Private Wealth’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 | $841K | Sell |
7,601
-269
| -3% | -$29.8K | 0.03% | 459 |
|
|
2025
Q1 | $752K | Sell |
7,870
-771
| -9% | -$73.6K | 0.03% | 451 |
|
|
2024
Q4 | $839K | Buy |
8,641
+918
| +12% | +$89.1K | 0.03% | 416 |
|
|
2024
Q3 | $697K | Sell |
7,723
-389
| -5% | -$35.1K | 0.04% | 384 |
|
|
2024
Q2 | $680K | Sell |
8,112
-760
| -9% | -$63.7K | 0.04% | 365 |
|
|
2024
Q1 | $867K | Sell |
8,872
-415
| -4% | -$40.5K | 0.05% | 326 |
|
|
2023
Q4 | $919K | Sell |
9,287
-353
| -4% | -$34.9K | 0.06% | 309 |
|
|
2023
Q3 | $813K | Buy |
9,640
+136
| +1% | +$11.5K | 0.06% | 321 |
|
|
2023
Q2 | $858K | Buy |
+9,504
| New | +$858K | 0.07% | 296 |
|
|
2022
Q3 | – | Sell |
-4,117
| Closed | -$396K | – | 449 |
|
|
2022
Q2 | $396K | Sell |
4,117
-2,844
| -41% | -$274K | 0.04% | 342 |
|
|
2022
Q1 | $821K | Buy |
+6,961
| New | +$821K | 0.07% | 277 |
|
|
2021
Q4 | – | Sell |
-2,079
| Closed | -$207K | – | 445 |
|
|
2021
Q3 | $207K | Sell |
2,079
-545
| -21% | -$54.4K | 0.03% | 351 |
|
|
2021
Q2 | $269K | Buy |
+2,624
| New | +$269K | 0.04% | 297 |
|