Avantax 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 | $896K | Buy |
8,103
+850
| +12% | +$94K | ﹤0.01% | 1234 |
|
|
2025
Q1 | $693K | Buy |
7,253
+507
| +8% | +$48.4K | ﹤0.01% | 1311 |
|
|
2024
Q4 | $655K | Buy |
6,746
+1,591
| +31% | +$154K | ﹤0.01% | 1278 |
|
|
2024
Q3 | $465K | Buy |
5,155
+18
| +0.4% | +$1.62K | ﹤0.01% | 1456 |
|
|
2024
Q2 | $431K | Buy |
5,137
+1,128
| +28% | +$94.6K | ﹤0.01% | 1463 |
|
|
2024
Q1 | $392K | Buy |
4,009
+1,591
| +66% | +$155K | ﹤0.01% | 1160 |
|
|
2023
Q4 | $239K | Buy |
+2,418
| New | +$239K | ﹤0.01% | 1361 |
|
|
2023
Q3 | – | Sell |
-2,280
| Closed | -$206K | – | 1556 |
|
|
2023
Q2 | $206K | Buy |
2,280
+25
| +1% | +$2.26K | ﹤0.01% | 1389 |
|
|
2023
Q1 | $201K | Sell |
2,255
-8
| -0.4% | -$713 | ﹤0.01% | 1380 |
|
|
2022
Q4 | $205K | Sell |
2,263
-330
| -13% | -$29.9K | ﹤0.01% | 1299 |
|
|
2022
Q3 | $227K | Buy |
2,593
+518
| +25% | +$45.3K | ﹤0.01% | 1141 |
|
|
2022
Q2 | $200K | Buy |
2,075
+131
| +7% | +$12.6K | ﹤0.01% | 1209 |
|
|
2022
Q1 | $228K | Buy |
1,944
+46
| +2% | +$5.4K | ﹤0.01% | 1133 |
|
|
2021
Q4 | $205K | Buy |
+1,898
| New | +$205K | ﹤0.01% | 1160 |
|