Beverly Hills Private Wealth’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $432K | Sell |
|
|||||
|
2025
Q2 | $402K | Sell |
|
|||||
|
2025
Q1 | $370K | Sell |
|
|||||
|
2024
Q4 | $380K | Buy |
|
|||||
|
2024
Q3 | $205K | Sell |
|
|||||
|
2024
Q2 | $238K | Sell |
|
|||||
|
2024
Q1 | $282K | Buy |
|
|||||
|
2023
Q4 | $242K | Sell |
|
|||||
|
2023
Q3 | $255K | Sell |
|
|||||
|
2023
Q2 | $535K | Buy |
|
|||||
|
2023
Q1 | $244K | Buy |
|