Blue Trust Inc’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 | $13.9K | Hold |
126
| – | – | ﹤0.01% | 1796 |
|
|
2025
Q1 | $12K | Hold |
126
| – | – | ﹤0.01% | 1815 |
|
|
2024
Q4 | $12.2K | Sell |
126
-542
| -81% | -$52.6K | ﹤0.01% | 1763 |
|
|
2024
Q3 | $56K | Buy |
668
+451
| +208% | +$37.8K | ﹤0.01% | 1512 |
|
|
2024
Q2 | $21.2K | Buy |
217
+91
| +72% | +$8.89K | ﹤0.01% | 1634 |
|
|
2024
Q1 | $12.3K | Sell |
126
-303
| -71% | -$29.6K | ﹤0.01% | 1386 |
|
|
2023
Q4 | $36K | Buy |
429
+48
| +13% | +$4.03K | ﹤0.01% | 1049 |
|
|
2023
Q3 | $34K | Hold |
381
| – | – | ﹤0.01% | 979 |
|
|
2023
Q2 | $34K | Sell |
381
-9
| -2% | -$803 | ﹤0.01% | 838 |
|
|
2023
Q1 | $35K | Sell |
390
-136
| -26% | -$12.2K | ﹤0.01% | 1173 |
|
|
2022
Q4 | $46K | Buy |
526
+10
| +2% | +$875 | ﹤0.01% | 952 |
|
|
2022
Q3 | $50K | Buy |
516
+135
| +35% | +$13.1K | ﹤0.01% | 751 |
|
|
2022
Q2 | $45K | Buy |
+381
| New | +$45K | ﹤0.01% | 714 |
|