Charles Schwab’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 | $223M | Buy |
2,013,217
+72,210
| +4% | +$7.99M | 0.04% | 374 |
|
|
2025
Q1 | $185M | Buy |
1,941,007
+27,291
| +1% | +$2.61M | 0.03% | 401 |
|
|
2024
Q4 | $186M | Buy |
1,913,716
+64,799
| +4% | +$6.29M | 0.03% | 406 |
|
|
2024
Q3 | $167M | Buy |
1,848,917
+103,495
| +6% | +$9.35M | 0.03% | 432 |
|
|
2024
Q2 | $146M | Buy |
+1,745,422
| New | +$146M | 0.03% | 474 |
|