Forum Financial Management’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 | $504K | Sell |
4,558
-1,200
| -21% | -$133K | 0.01% | 403 |
|
|
2025
Q1 | $550K | Buy |
+5,758
| New | +$550K | 0.01% | 335 |
|
|
2024
Q4 | – | Sell |
-5,477
| Closed | -$494K | – | 935 |
|
|
2024
Q3 | $494K | Hold |
5,477
| – | – | 0.01% | 333 |
|
|
2024
Q2 | $459K | Hold |
5,477
| – | – | 0.01% | 333 |
|
|
2024
Q1 | $535K | Hold |
5,477
| – | – | 0.01% | 301 |
|
|
2023
Q4 | $542K | Sell |
5,477
-877
| -14% | -$86.8K | 0.01% | 272 |
|
|
2023
Q3 | $536K | Sell |
6,354
-974
| -13% | -$82.2K | 0.01% | 264 |
|
|
2023
Q2 | $662K | Buy |
7,328
+500
| +7% | +$45.2K | 0.01% | 230 |
|
|
2023
Q1 | $608K | Sell |
6,828
-3
| -0% | -$267 | 0.02% | 222 |
|
|
2022
Q4 | $619K | Buy |
6,831
+3
| +0% | +$272 | 0.02% | 210 |
|
|
2022
Q3 | $598K | Hold |
6,828
| – | – | 0.03% | 190 |
|
|
2022
Q2 | $657K | Hold |
6,828
| – | – | 0.03% | 182 |
|
|
2022
Q1 | $805K | Hold |
6,828
| – | – | 0.04% | 159 |
|
|
2021
Q4 | $736K | Buy |
+6,828
| New | +$736K | 0.04% | 169 |
|