GPS Wealth Strategies Group’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 | $7.19K | Hold |
65
| – | – | ﹤0.01% | 1108 |
|
|
2025
Q1 | $6.21K | Hold |
65
| – | – | ﹤0.01% | 1100 |
|
|
2024
Q4 | $6.31K | Hold |
65
| – | – | ﹤0.01% | 1046 |
|
|
2024
Q3 | $5.86K | Sell |
65
-50
| -43% | -$4.51K | ﹤0.01% | 1062 |
|
|
2024
Q2 | $9.64K | Hold |
115
| – | – | ﹤0.01% | 924 |
|
|
2024
Q1 | $11.2K | Hold |
115
| – | – | ﹤0.01% | 831 |
|
|
2023
Q4 | $11.4K | Sell |
115
-5
| -4% | -$495 | ﹤0.01% | 810 |
|
|
2023
Q3 | $10.1K | Hold |
120
| – | – | ﹤0.01% | 835 |
|
|
2023
Q2 | $10.8K | Hold |
120
| – | – | ﹤0.01% | 834 |
|
|
2023
Q1 | $10.7K | Buy |
+120
| New | +$10.7K | ﹤0.01% | 823 |
|
|
2022
Q4 | – | Sell |
-120
| Closed | -$11K | – | 225 |
|
|
2022
Q3 | $11K | Hold |
120
| – | – | ﹤0.01% | 740 |
|
|
2022
Q2 | $12K | Buy |
120
+1
| +0.8% | +$100 | ﹤0.01% | 720 |
|
|
2022
Q1 | $14K | Hold |
119
| – | – | ﹤0.01% | 655 |
|
|
2021
Q4 | $13K | Hold |
119
| – | – | ﹤0.01% | 673 |
|
|
2021
Q3 | $12K | Hold |
119
| – | – | ﹤0.01% | 671 |
|
|
2021
Q2 | $12K | Hold |
119
| – | – | ﹤0.01% | 695 |
|
|
2021
Q1 | $10K | Buy |
+119
| New | +$10K | ﹤0.01% | 666 |
|