Beacon Pointe Advisors’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.77M | Buy |
52,195
+60
| +0.1% | +$6.64K | 0.06% | 279 |
|
|
2025
Q1 | $4.98M | Sell |
52,135
-24
| -0% | -$2.29K | 0.06% | 298 |
|
|
2024
Q4 | $5.06M | Buy |
52,159
+415
| +0.8% | +$40.3K | 0.06% | 282 |
|
|
2024
Q3 | $4.67M | Sell |
51,744
-277
| -0.5% | -$25K | 0.05% | 305 |
|
|
2024
Q2 | $4.36M | Sell |
52,021
-1,032
| -2% | -$86.5K | 0.05% | 312 |
|
|
2024
Q1 | $5.18M | Sell |
53,053
-508
| -0.9% | -$49.6K | 0.06% | 284 |
|
|
2023
Q4 | $5.3M | Buy |
53,561
+684
| +1% | +$67.7K | 0.06% | 270 |
|
|
2023
Q3 | $4.46M | Buy |
+52,877
| New | +$4.46M | 0.06% | 293 |
|
|
2022
Q3 | – | Sell |
-53,179
| Closed | -$5.11M | – | 1010 |
|
|
2022
Q2 | $5.11M | Hold |
53,179
| – | – | 0.11% | 179 |
|
|
2022
Q1 | $6.27M | Buy |
+53,179
| New | +$6.27M | 0.09% | 217 |
|