Five Oceans Advisors’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 | $325K | Sell |
2,942
-114
| -4% | -$12.6K | 0.14% | 101 |
|
|
2025
Q1 | $292K | Sell |
3,056
-310
| -9% | -$29.6K | 0.14% | 103 |
|
|
2024
Q4 | $327K | Buy |
+3,366
| New | +$327K | 0.15% | 91 |
|
|
2024
Q2 | – | Sell |
-2,774
| Closed | -$271K | – | 182 |
|
|
2024
Q1 | $271K | Buy |
2,774
+3
| +0.1% | +$293 | 0.14% | 134 |
|
|
2023
Q4 | $274K | Sell |
2,771
-7
| -0.3% | -$693 | 0.15% | 117 |
|
|
2023
Q3 | $234K | Buy |
2,778
+7
| +0.3% | +$591 | 0.15% | 121 |
|
|
2023
Q2 | $250K | Sell |
2,771
-180
| -6% | -$16.3K | 0.16% | 117 |
|
|
2023
Q1 | $263K | Sell |
2,951
-772
| -21% | -$68.8K | 0.17% | 111 |
|
|
2022
Q4 | $337K | Sell |
3,723
-1
| -0% | -$91 | 0.23% | 92 |
|
|
2022
Q3 | $326K | Buy |
3,724
+1,008
| +37% | +$88.2K | 0.26% | 83 |
|
|
2022
Q2 | $261K | Buy |
2,716
+327
| +14% | +$31.4K | 0.19% | 99 |
|
|
2022
Q1 | $282K | Buy |
+2,389
| New | +$282K | 0.25% | 78 |
|