Biltmore Family Office’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 | $568K | Hold |
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|
2025
Q2 | $482K | Hold |
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|
2025
Q1 | $416K | Hold |
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|
2024
Q4 | $423K | Hold |
|
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|
2024
Q3 | $393K | Buy |
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|
2024
Q2 | $364K | Buy |
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|
2024
Q1 | $423K | Hold |
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|
2023
Q4 | $429K | Buy |
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|
2023
Q3 | $361K | Hold |
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|
2023
Q2 | $387K | Sell |
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|
2023
Q1 | $382K | Buy |
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|
2022
Q4 | $388K | Buy |
|