Aviso Financial’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 | $89.4M | Sell |
806,945
-234,787
| -23% | -$26M | 4.03% | 4 |
|
|
2025
Q1 | $99.5M | Buy |
1,041,732
+13,860
| +1% | +$1.32M | 4.91% | 1 |
|
|
2024
Q4 | $99.8M | Buy |
1,027,872
+23,681
| +2% | +$2.3M | 5.04% | 1 |
|
|
2024
Q3 | $90.6M | Buy |
1,004,191
+17,235
| +2% | +$1.56M | 4.49% | 3 |
|
|
2024
Q2 | $82.6M | Buy |
+986,956
| New | +$82.6M | 4.6% | 3 |
|