Cornerstone Planning Group’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 | $10.4K | Buy |
93
+35
| +60% | +$3.92K | ﹤0.01% | 548 |
|
|
2025
Q1 | $5.46K | Hold |
58
| – | – | ﹤0.01% | 705 |
|
|
2024
Q4 | $5.85K | Buy |
58
+15
| +35% | +$1.51K | ﹤0.01% | 545 |
|
|
2024
Q3 | $4K | Buy |
43
+11
| +34% | +$1.02K | ﹤0.01% | 619 |
|
|
2024
Q2 | $2.53K | Buy |
32
+20
| +167% | +$1.58K | ﹤0.01% | 713 |
|
|
2024
Q1 | $1.1K | Buy |
+12
| New | +$1.1K | ﹤0.01% | 763 |
|