Beverly Hills Private Wealth’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 | $402K | Sell |
3,636
-241
| -6% | -$26.7K | 0.08% | 211 |
|
|
2025
Q1 | $370K | Sell |
3,877
-35
| -0.9% | -$3.34K | 0.07% | 216 |
|
|
2024
Q4 | $380K | Buy |
3,912
+1,636
| +72% | +$159K | 0.08% | 209 |
|
|
2024
Q3 | $205K | Sell |
2,276
-556
| -20% | -$50.2K | 0.04% | 318 |
|
|
2024
Q2 | $238K | Sell |
2,832
-53
| -2% | -$4.45K | 0.05% | 304 |
|
|
2024
Q1 | $282K | Buy |
2,885
+437
| +18% | +$42.7K | 0.07% | 289 |
|
|
2023
Q4 | $242K | Sell |
2,448
-575
| -19% | -$56.9K | 0.06% | 291 |
|
|
2023
Q3 | $255K | Sell |
3,023
-2,970
| -50% | -$251K | 0.08% | 248 |
|
|
2023
Q2 | $535K | Buy |
5,993
+3,253
| +119% | +$290K | 0.09% | 223 |
|
|
2023
Q1 | $244K | Buy |
+2,740
| New | +$244K | 0.08% | 240 |
|