Cyrus J. Lawrence’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
Q1 | – | Sell |
-1,400
| Closed | -$135K | – | 62 |
|
|
2024
Q4 | $135K | Hold |
1,400
| – | – | 0.03% | 78 |
|
|
2024
Q3 | $126K | Hold |
1,400
| – | – | 0.02% | 76 |
|
|
2024
Q2 | $117K | Hold |
1,400
| – | – | 0.02% | 77 |
|
|
2024
Q1 | $136K | Buy |
+1,400
| New | +$136K | 0.03% | 78 |
|
|
2023
Q3 | – | Sell |
-1,400
| Closed | -$126 | – | 133 |
|
|
2023
Q2 | $126 | Hold |
1,400
| – | – | 0.03% | 74 |
|
|
2023
Q1 | $125K | Hold |
1,400
| – | – | 0.04% | 75 |
|
|
2022
Q4 | $127K | Hold |
1,400
| – | – | 0.04% | 76 |
|
|
2022
Q3 | $123K | Hold |
1,400
| – | – | 0.02% | 78 |
|
|
2022
Q2 | $135K | Hold |
1,400
| – | – | 0.04% | 94 |
|
|
2022
Q1 | $165K | Buy |
+1,400
| New | +$165K | 0.04% | 89 |
|