Brinker Capital Investments’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 | $1.13M | Buy |
10,246
+875
| +9% | +$96.8K | 0.01% | 1124 |
|
|
2025
Q1 | $895K | Buy |
9,371
+928
| +11% | +$88.6K | 0.01% | 1140 |
|
|
2024
Q4 | $819K | Buy |
8,443
+3,672
| +77% | +$356K | 0.01% | 1150 |
|
|
2024
Q3 | $430K | Buy |
4,771
+204
| +4% | +$18.4K | ﹤0.01% | 1388 |
|
|
2024
Q2 | $383K | Sell |
4,567
-335
| -7% | -$28.1K | ﹤0.01% | 1371 |
|
|
2024
Q1 | $479K | Buy |
4,902
+224
| +5% | +$21.9K | 0.01% | 1277 |
|
|
2023
Q4 | $461K | Sell |
4,678
-536
| -10% | -$52.9K | 0.01% | 1246 |
|
|
2023
Q3 | $440K | Sell |
5,214
-29
| -0.6% | -$2.45K | 0.01% | 1251 |
|
|
2023
Q2 | $473K | Buy |
5,243
+61
| +1% | +$5.51K | 0.01% | 1232 |
|
|
2023
Q1 | $462K | Sell |
5,182
-404
| -7% | -$36K | 0.01% | 1166 |
|
|
2022
Q4 | $506K | Buy |
5,586
+165
| +3% | +$14.9K | 0.01% | 973 |
|
|
2022
Q3 | $475K | Sell |
5,421
-20
| -0.4% | -$1.75K | 0.01% | 962 |
|
|
2022
Q2 | $523K | Buy |
5,441
+88
| +2% | +$8.46K | 0.01% | 963 |
|
|
2022
Q1 | $631K | Buy |
5,353
+29
| +0.5% | +$3.42K | 0.01% | 961 |
|
|
2021
Q4 | $574K | Buy |
5,324
+715
| +16% | +$77.1K | 0.01% | 1009 |
|
|
2021
Q3 | $473K | Hold |
4,609
| – | – | 0.01% | 992 |
|
|
2021
Q2 | $473K | Buy |
+4,609
| New | +$473K | 0.01% | 1048 |
|