Bank of Montreal’s Serve Robotics SERV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$123K Hold
10,782
﹤0.01% 2642
2025
Q1
$62K Sell
10,782
-9,231
-46% -$53.1K ﹤0.01% 2751
2024
Q4
$270K Sell
20,013
-33,632
-63% -$454K ﹤0.01% 2316
2024
Q3
$460K Buy
+53,645
New +$460K ﹤0.01% 2202