GHP Investment 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 | $8.74K | Hold |
79
| – | – | ﹤0.01% | 728 |
|
|
2025
Q1 | $7.55K | Hold |
79
| – | – | ﹤0.01% | 725 |
|
|
2024
Q4 | $7.67K | Sell |
79
-475
| -86% | -$46.1K | ﹤0.01% | 737 |
|
|
2024
Q3 | $50K | Buy |
554
+393
| +244% | +$35.4K | ﹤0.01% | 514 |
|
|
2024
Q2 | $13.5K | Hold |
161
| – | – | ﹤0.01% | 648 |
|
|
2024
Q1 | $15.7K | Hold |
161
| – | – | ﹤0.01% | 612 |
|
|
2023
Q4 | $15.9K | Hold |
161
| – | – | ﹤0.01% | 602 |
|
|
2023
Q3 | $13K | Hold |
161
| – | – | ﹤0.01% | 665 |
|
|
2023
Q2 | $14.2K | Hold |
161
| – | – | ﹤0.01% | 639 |
|
|
2023
Q1 | $14.3K | Hold |
161
| – | – | ﹤0.01% | 633 |
|
|
2022
Q4 | $14.6K | Hold |
161
| – | – | ﹤0.01% | 625 |
|
|
2022
Q3 | $14K | Hold |
161
| – | – | ﹤0.01% | 618 |
|
|
2022
Q2 | $15K | Hold |
161
| – | – | ﹤0.01% | 616 |
|
|
2022
Q1 | $19K | Buy |
+161
| New | +$19K | ﹤0.01% | 613 |
|