Corient Private Wealth’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 | $2.51M | Buy |
22,684
+5,267
| +30% | +$583K | ﹤0.01% | 1018 |
|
|
2025
Q1 | $1.66M | Sell |
17,417
-5,962
| -26% | -$569K | ﹤0.01% | 1043 |
|
|
2024
Q4 | $2.27M | Buy |
23,379
+2,264
| +11% | +$220K | ﹤0.01% | 949 |
|
|
2024
Q3 | $1.9M | Sell |
21,115
-2,145
| -9% | -$193K | ﹤0.01% | 1101 |
|
|
2024
Q2 | $1.95M | Sell |
23,260
-1,100
| -5% | -$92.2K | ﹤0.01% | 1027 |
|
|
2024
Q1 | $2.38M | Sell |
24,360
-8,243
| -25% | -$805K | ﹤0.01% | 948 |
|
|
2023
Q4 | $3.23M | Buy |
32,603
+13,718
| +73% | +$1.36M | 0.01% | 823 |
|
|
2023
Q3 | $1.59M | Buy |
18,885
+7,697
| +69% | +$649K | ﹤0.01% | 997 |
|
|
2023
Q2 | $1.01M | Sell |
11,188
-112
| -1% | -$10.1K | ﹤0.01% | 1145 |
|
|
2023
Q1 | $1.01M | Buy |
11,300
+2,873
| +34% | +$256K | ﹤0.01% | 1078 |
|
|
2022
Q4 | $763K | Buy |
+8,427
| New | +$763K | ﹤0.01% | 991 |
|