Checchi Capital Advisers’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 | $334K | Sell |
3,022
-8
| -0.3% | -$885 | 0.02% | 424 |
|
|
2025
Q1 | $289K | Buy |
3,030
+514
| +20% | +$49.1K | 0.02% | 462 |
|
|
2024
Q4 | $244K | Buy |
+2,516
| New | +$244K | 0.01% | 487 |
|
|
2024
Q2 | – | Sell |
-2,368
| Closed | -$231K | – | 565 |
|
|
2024
Q1 | $231K | Buy |
2,368
+193
| +9% | +$18.9K | 0.02% | 512 |
|
|
2023
Q4 | $215K | Sell |
2,175
-1,002
| -32% | -$99.1K | 0.02% | 511 |
|
|
2023
Q3 | $268K | Buy |
3,177
+141
| +5% | +$11.9K | 0.02% | 433 |
|
|
2023
Q2 | $274K | Buy |
3,036
+453
| +18% | +$40.9K | 0.02% | 453 |
|
|
2023
Q1 | $230K | Sell |
2,583
-240
| -9% | -$21.4K | 0.02% | 496 |
|
|
2022
Q4 | $256K | Sell |
2,823
-538
| -16% | -$48.7K | 0.03% | 446 |
|
|
2022
Q3 | $295K | Buy |
3,361
+106
| +3% | +$9.3K | 0.03% | 391 |
|
|
2022
Q2 | $328K | Buy |
3,255
+349
| +12% | +$35.2K | 0.03% | 394 |
|
|
2022
Q1 | $343K | Buy |
2,906
+282
| +11% | +$33.3K | 0.03% | 362 |
|
|
2021
Q4 | $283K | Sell |
2,624
-82
| -3% | -$8.84K | 0.02% | 399 |
|
|
2021
Q3 | $270K | Buy |
2,706
+76
| +3% | +$7.58K | 0.03% | 391 |
|
|
2021
Q2 | $270K | Buy |
2,630
+362
| +16% | +$37.2K | 0.03% | 408 |
|
|
2021
Q1 | $202K | Buy |
+2,268
| New | +$202K | 0.02% | 477 |
|
|
2020
Q3 | – | Sell |
-3,812
| Closed | -$202K | – | 451 |
|
|
2020
Q2 | $202K | Buy |
+3,812
| New | +$202K | 0.02% | 401 |
|
|
2020
Q1 | – | Sell |
-2,781
| Closed | -$216K | – | 393 |
|
|
2019
Q4 | $216K | Buy |
+2,781
| New | +$216K | 0.03% | 385 |
|
|
2018
Q4 | – | Sell |
-3,402
| Closed | -$281K | – | 378 |
|
|
2018
Q3 | $281K | Buy |
3,402
+314
| +10% | +$25.9K | 0.03% | 325 |
|
|
2018
Q2 | $239K | Buy |
3,088
+7
| +0.2% | +$542 | 0.03% | 336 |
|
|
2018
Q1 | $233K | Buy |
3,081
+30
| +1% | +$2.27K | 0.03% | 342 |
|
|
2017
Q4 | $244K | Buy |
+3,051
| New | +$244K | 0.03% | 335 |
|
|
2017
Q3 | – | Sell |
-2,856
| Closed | -$210K | – | 377 |
|
|
2017
Q2 | $210K | Sell |
2,856
-64
| -2% | -$4.71K | 0.02% | 339 |
|
|
2017
Q1 | $218K | Buy |
2,920
+70
| +2% | +$5.23K | 0.03% | 349 |
|
|
2016
Q4 | $205K | Buy |
+2,850
| New | +$205K | 0.03% | 343 |
|
|
2016
Q3 | – | Sell |
-2,847
| Closed | -$180K | – | 485 |
|
|
2016
Q2 | $180K | Hold |
2,847
| – | – | 0.02% | 359 |
|
|
2016
Q1 | $173K | Buy |
+2,847
| New | +$173K | 0.04% | 379 |
|
|
2015
Q1 | – | Sell |
-2,987
| Closed | -$211K | – | 355 |
|
|
2014
Q4 | $211K | Buy |
+2,987
| New | +$211K | 0.08% | 278 |
|
|
2014
Q3 | – | Sell |
-3,221
| Closed | -$237K | – | 278 |
|
|
2014
Q2 | $237K | Buy |
+3,221
| New | +$237K | 0.11% | 195 |
|