Brighton Jones LLC’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 | $366K | Buy |
3,307
+42
| +1% | +$4.65K | 0.01% | 645 |
|
|
2025
Q1 | $312K | Sell |
3,265
-6
| -0.2% | -$573 | 0.01% | 521 |
|
|
2024
Q4 | $317K | Sell |
3,271
-116
| -3% | -$11.3K | 0.01% | 503 |
|
|
2024
Q3 | $306K | Sell |
3,387
-273
| -7% | -$24.6K | 0.01% | 426 |
|
|
2024
Q2 | $307K | Buy |
3,660
+54
| +1% | +$4.53K | 0.01% | 472 |
|
|
2024
Q1 | $352K | Buy |
3,606
+4
| +0.1% | +$391 | 0.01% | 424 |
|
|
2023
Q4 | $356K | Buy |
3,602
+75
| +2% | +$7.42K | 0.02% | 404 |
|
|
2023
Q3 | $298K | Buy |
3,527
+140
| +4% | +$11.8K | 0.02% | 404 |
|
|
2023
Q2 | $306K | Buy |
3,387
+43
| +1% | +$3.88K | 0.02% | 391 |
|
|
2023
Q1 | $298K | Sell |
3,344
-269
| -7% | -$24K | 0.02% | 380 |
|
|
2022
Q4 | $327K | Buy |
3,613
+243
| +7% | +$22K | 0.02% | 318 |
|
|
2022
Q3 | $295K | Sell |
3,370
-1
| -0% | -$88 | 0.02% | 336 |
|
|
2022
Q2 | $324K | Sell |
3,371
-195
| -5% | -$18.7K | 0.02% | 322 |
|
|
2022
Q1 | $421K | Buy |
3,566
+27
| +0.8% | +$3.19K | 0.02% | 306 |
|
|
2021
Q4 | $381K | Sell |
3,539
-195
| -5% | -$21K | 0.02% | 323 |
|
|
2021
Q3 | $372K | Buy |
3,734
+268
| +8% | +$26.7K | 0.02% | 319 |
|
|
2021
Q2 | $355K | Sell |
3,466
-200
| -5% | -$20.5K | 0.02% | 318 |
|
|
2021
Q1 | $327K | Hold |
3,666
| – | – | 0.02% | 295 |
|
|
2020
Q4 | $279K | Sell |
3,666
-366
| -9% | -$27.9K | 0.02% | 304 |
|
|
2020
Q3 | $236K | Hold |
4,032
| – | – | 0.02% | 288 |
|
|
2020
Q2 | $214K | Sell |
4,032
-15
| -0.4% | -$796 | 0.02% | 269 |
|
|
2020
Q1 | $203K | Hold |
4,047
| – | – | 0.02% | 257 |
|
|
2019
Q4 | $314K | Sell |
4,047
-17
| -0.4% | -$1.32K | 0.03% | 235 |
|
|
2019
Q3 | $300K | Hold |
4,064
| – | – | 0.04% | 231 |
|
|
2019
Q2 | $307K | Buy |
4,064
+32
| +0.8% | +$2.42K | 0.04% | 216 |
|
|
2019
Q1 | $302K | Hold |
4,032
| – | – | 0.04% | 224 |
|
|
2018
Q4 | $263K | Buy |
+4,032
| New | +$263K | 0.04% | 209 |
|