Diversified Trust’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 | $339K | Buy |
3,068
+72
| +2% | +$7.97K | 0.01% | 718 |
|
|
2025
Q1 | $286K | Sell |
2,996
-29
| -1% | -$2.77K | 0.01% | 747 |
|
|
2024
Q4 | $294K | Buy |
3,025
+6
| +0.2% | +$582 | 0.01% | 749 |
|
|
2024
Q3 | $272K | Buy |
3,019
+31
| +1% | +$2.8K | 0.01% | 752 |
|
|
2024
Q2 | $251K | Buy |
2,988
+29
| +1% | +$2.43K | 0.01% | 727 |
|
|
2024
Q1 | $289K | Hold |
2,959
| – | – | 0.01% | 658 |
|
|
2023
Q4 | $293K | Sell |
2,959
-93
| -3% | -$9.2K | 0.01% | 667 |
|
|
2023
Q3 | $257K | Buy |
3,052
+79
| +3% | +$6.67K | 0.01% | 684 |
|
|
2023
Q2 | $268K | Buy |
+2,973
| New | +$268K | 0.01% | 674 |
|
|
2023
Q1 | – | Sell |
-2,213
| Closed | -$200K | – | 829 |
|
|
2022
Q4 | $200K | Buy |
+2,213
| New | +$200K | 0.01% | 726 |
|
|
2022
Q3 | – | Sell |
-2,159
| Closed | -$208K | – | 778 |
|
|
2022
Q2 | $208K | Sell |
2,159
-9
| -0.4% | -$867 | 0.01% | 674 |
|
|
2022
Q1 | $256K | Hold |
2,168
| – | – | 0.01% | 673 |
|
|
2021
Q4 | $234K | Hold |
2,168
| – | – | 0.01% | 718 |
|
|
2021
Q3 | $216K | Buy |
2,168
+20
| +0.9% | +$1.99K | 0.01% | 695 |
|
|
2021
Q2 | $220K | Buy |
+2,148
| New | +$220K | 0.01% | 676 |
|