Great Valley Advisor 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 | $611K | Sell |
5,515
-1,096
| -17% | -$121K | 0.01% | 559 |
|
|
2025
Q1 | $631K | Buy |
6,611
+400
| +6% | +$38.2K | 0.01% | 537 |
|
|
2024
Q4 | $603K | Buy |
6,211
+1
| +0% | +$97 | 0.01% | 542 |
|
|
2024
Q3 | $560K | Buy |
6,210
+252
| +4% | +$22.7K | 0.01% | 538 |
|
|
2024
Q2 | $500K | Sell |
5,958
-100
| -2% | -$8.39K | 0.01% | 529 |
|
|
2024
Q1 | $592K | Buy |
6,058
+1,905
| +46% | +$186K | 0.02% | 455 |
|
|
2023
Q4 | $411K | Buy |
4,153
+1
| +0% | +$99 | 0.01% | 501 |
|
|
2023
Q3 | $350K | Buy |
4,152
+67
| +2% | +$5.65K | 0.01% | 516 |
|
|
2023
Q2 | $369K | Buy |
4,085
+96
| +2% | +$8.67K | 0.02% | 509 |
|
|
2023
Q1 | $355K | Sell |
3,989
-275
| -6% | -$24.5K | 0.02% | 499 |
|
|
2022
Q4 | $386K | Buy |
4,264
+538
| +14% | +$48.7K | 0.02% | 490 |
|
|
2022
Q3 | $327K | Sell |
3,726
-20
| -0.5% | -$1.76K | 0.02% | 511 |
|
|
2022
Q2 | $360K | Buy |
3,746
+30
| +0.8% | +$2.88K | 0.02% | 507 |
|
|
2022
Q1 | $438K | Buy |
3,716
+97
| +3% | +$11.4K | 0.03% | 415 |
|
|
2021
Q4 | $390K | Sell |
3,619
-171
| -5% | -$18.4K | 0.02% | 438 |
|
|
2021
Q3 | $378K | Buy |
3,790
+3
| +0.1% | +$299 | 0.03% | 419 |
|
|
2021
Q2 | $388K | Buy |
3,787
+18
| +0.5% | +$1.84K | 0.03% | 400 |
|
|
2021
Q1 | $336K | Buy |
3,769
+3
| +0.1% | +$267 | 0.03% | 382 |
|
|
2020
Q4 | $286K | Buy |
3,766
+53
| +1% | +$4.03K | 0.03% | 379 |
|
|
2020
Q3 | $217K | Buy |
+3,713
| New | +$217K | 0.03% | 391 |
|