Cerity Partners’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 | $1.37M | Buy |
12,364
+167
| +1% | +$18.5K | ﹤0.01% | 1377 |
|
|
2025
Q1 | $1.16M | Buy |
12,197
+1,281
| +12% | +$122K | ﹤0.01% | 1355 |
|
|
2024
Q4 | $1.03M | Sell |
10,916
-23
| -0.2% | -$2.18K | ﹤0.01% | 1393 |
|
|
2024
Q3 | $987K | Buy |
10,939
+5,705
| +109% | +$515K | ﹤0.01% | 1399 |
|
|
2024
Q2 | $439K | Sell |
5,234
-5,303
| -50% | -$445K | ﹤0.01% | 1603 |
|
|
2024
Q1 | $1.03M | Buy |
10,537
+4,078
| +63% | +$398K | ﹤0.01% | 1261 |
|
|
2023
Q4 | $639K | Buy |
+6,459
| New | +$639K | ﹤0.01% | 1162 |
|
|
2023
Q1 | – | Sell |
-2,272
| Closed | -$206K | – | 1853 |
|
|
2022
Q4 | $206K | Sell |
2,272
-874
| -28% | -$79.2K | ﹤0.01% | 1330 |
|
|
2022
Q3 | $276K | Buy |
3,146
+687
| +28% | +$60.3K | ﹤0.01% | 929 |
|
|
2022
Q2 | $237K | Buy |
+2,459
| New | +$237K | ﹤0.01% | 1016 |
|