Bell Investment Advisors’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 | $2.55K | Buy |
23
+18
| +360% | +$1.99K | ﹤0.01% | 1273 |
|
|
2025
Q1 | $478 | Sell |
5
-7
| -58% | -$669 | ﹤0.01% | 1771 |
|
|
2024
Q4 | $1.17K | Buy |
12
+7
| +140% | +$680 | ﹤0.01% | 1537 |
|
|
2024
Q3 | $451 | Hold |
5
| – | – | ﹤0.01% | 1800 |
|
|
2024
Q2 | $420 | Buy |
+5
| New | +$420 | ﹤0.01% | 1862 |
|
|
2023
Q4 | – | Sell |
-39
| Closed | -$3.29K | – | 1923 |
|
|
2023
Q3 | $3.29K | Buy |
39
+26
| +200% | +$2.19K | ﹤0.01% | 1024 |
|
|
2023
Q2 | $1.18K | Sell |
13
-16
| -55% | -$1.45K | ﹤0.01% | 1541 |
|
|
2023
Q1 | $2.59K | Sell |
29
-36
| -55% | -$3.21K | ﹤0.01% | 1115 |
|
|
2022
Q4 | $5.89K | Hold |
65
| – | – | ﹤0.01% | 722 |
|
|
2022
Q3 | $6K | Hold |
65
| – | – | ﹤0.01% | 573 |
|
|
2022
Q2 | $6K | Buy |
+65
| New | +$6K | ﹤0.01% | 598 |
|
|
2021
Q4 | $2K | Sell |
23
-28
| -55% | -$2.44K | ﹤0.01% | 1100 |
|
|
2021
Q3 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 690 |
|