CVA Family Office’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 | $278K | Sell |
2,512
-13
| -0.5% | -$1.44K | 0.04% | 238 |
|
|
2025
Q1 | $241K | Hold |
2,525
| – | – | 0.04% | 253 |
|
|
2024
Q4 | $245K | Hold |
2,525
| – | – | 0.04% | 238 |
|
|
2024
Q3 | $228K | Buy |
2,525
+12
| +0.5% | +$1.08K | 0.04% | 237 |
|
|
2024
Q2 | $211K | Hold |
2,513
| – | – | 0.04% | 233 |
|
|
2024
Q1 | $245K | Hold |
2,513
| – | – | 0.04% | 213 |
|
|
2023
Q4 | $249K | Sell |
2,513
-10
| -0.4% | -$989 | 0.05% | 202 |
|
|
2023
Q3 | $213K | Buy |
2,523
+23
| +0.9% | +$1.94K | 0.05% | 211 |
|
|
2023
Q2 | $226K | Hold |
2,500
| – | – | 0.05% | 208 |
|
|
2023
Q1 | $223K | Hold |
2,500
| – | – | 0.05% | 207 |
|
|
2022
Q4 | $227K | Buy |
+2,500
| New | +$227K | 0.05% | 190 |
|