Cary Street Partners Investment Advisory’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 | $30.9K | Buy |
279
+6
| +2% | +$664 | 0.01% | 455 |
|
|
2025
Q1 | $26.1K | Buy |
273
+190
| +229% | +$18.1K | 0.02% | 423 |
|
|
2024
Q4 | $8.06K | Sell |
83
-3,731
| -98% | -$362K | 0.01% | 452 |
|
|
2024
Q3 | $344K | Buy |
3,814
+86
| +2% | +$7.76K | 0.01% | 589 |
|
|
2024
Q2 | $313K | Buy |
3,728
+28
| +0.8% | +$2.35K | 0.01% | 582 |
|
|
2024
Q1 | $361K | Hold |
3,700
| – | – | 0.02% | 520 |
|
|
2023
Q4 | $366K | Sell |
3,700
-600
| -14% | -$59.4K | 0.02% | 487 |
|
|
2023
Q3 | $363K | Hold |
4,300
| – | – | 0.02% | 439 |
|
|
2023
Q2 | $388K | Buy |
4,300
+600
| +16% | +$54.2K | 0.03% | 399 |
|
|
2023
Q1 | $330K | Hold |
3,700
| – | – | 0.02% | 392 |
|
|
2022
Q4 | $335K | Sell |
3,700
-190
| -5% | -$17.2K | 0.02% | 387 |
|
|
2022
Q3 | $341K | Hold |
3,890
| – | – | 0.03% | 368 |
|
|
2022
Q2 | $374K | Buy |
+3,890
| New | +$374K | 0.03% | 330 |
|