Brinker Capital Investments’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
Q2 | $1.13M | Buy |
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|
2025
Q1 | $895K | Buy |
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|
2024
Q4 | $819K | Buy |
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|
2024
Q3 | $430K | Buy |
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|
2024
Q2 | $383K | Sell |
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|
2024
Q1 | $479K | Buy |
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|
2023
Q4 | $461K | Sell |
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|
2023
Q3 | $440K | Sell |
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|
2023
Q2 | $473K | Buy |
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|
2023
Q1 | $462K | Sell |
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|
2022
Q4 | $506K | Buy |
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|
2022
Q3 | $475K | Sell |
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|
2022
Q2 | $523K | Buy |
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|
2022
Q1 | $631K | Buy |
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|
2021
Q4 | $574K | Buy |
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|
2021
Q3 | $473K | Hold |
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|
2021
Q2 | $473K | Buy |
|