Focus Partners Wealth’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 | $766K | Sell |
6,926
-534
| -7% | -$59.1K | ﹤0.01% | 1247 |
|
|
2025
Q1 | $713K | Sell |
7,460
-67
| -0.9% | -$6.4K | ﹤0.01% | 1183 |
|
|
2024
Q4 | $731K | Buy |
7,527
+4,147
| +123% | +$402K | ﹤0.01% | 1158 |
|
|
2024
Q3 | $305K | Sell |
3,380
-1,492
| -31% | -$135K | ﹤0.01% | 1304 |
|
|
2024
Q2 | $409K | Buy |
+4,872
| New | +$409K | ﹤0.01% | 994 |
|