Biltmore Family Office’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 | $482K | Hold |
4,360
| – | – | 0.08% | 127 |
|
|
2025
Q1 | $416K | Hold |
4,360
| – | – | 0.07% | 146 |
|
|
2024
Q4 | $423K | Hold |
4,360
| – | – | 0.07% | 134 |
|
|
2024
Q3 | $393K | Buy |
4,360
+13
| +0.3% | +$1.17K | 0.07% | 148 |
|
|
2024
Q2 | $364K | Buy |
4,347
+13
| +0.3% | +$1.09K | 0.07% | 141 |
|
|
2024
Q1 | $423K | Hold |
4,334
| – | – | 0.08% | 124 |
|
|
2023
Q4 | $429K | Buy |
4,334
+54
| +1% | +$5.34K | 0.09% | 123 |
|
|
2023
Q3 | $361K | Hold |
4,280
| – | – | 0.08% | 136 |
|
|
2023
Q2 | $387K | Sell |
4,280
-7
| -0.2% | -$632 | 0.08% | 132 |
|
|
2023
Q1 | $382K | Buy |
4,287
+7
| +0.2% | +$624 | 0.08% | 159 |
|
|
2022
Q4 | $388K | Buy |
+4,280
| New | +$388K | 0.08% | 158 |
|