Harbour Investments’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 | $777K | Buy |
7,023
+30
| +0.4% | +$3.32K | 0.02% | 615 |
|
|
2025
Q1 | $668K | Buy |
6,993
+48
| +0.7% | +$4.59K | 0.02% | 621 |
|
|
2024
Q4 | $674K | Buy |
6,945
+48
| +0.7% | +$4.66K | 0.02% | 603 |
|
|
2024
Q3 | $622K | Buy |
6,897
+641
| +10% | +$57.8K | 0.02% | 588 |
|
|
2024
Q2 | $525K | Buy |
6,256
+289
| +5% | +$24.2K | 0.02% | 588 |
|
|
2024
Q1 | $583K | Buy |
5,967
+2,082
| +54% | +$203K | 0.02% | 542 |
|
|
2023
Q4 | $384K | Buy |
3,885
+562
| +17% | +$55.6K | 0.02% | 625 |
|
|
2023
Q3 | $280K | Sell |
3,323
-2,074
| -38% | -$175K | 0.01% | 685 |
|
|
2023
Q2 | $487K | Sell |
5,397
-365
| -6% | -$33K | 0.02% | 501 |
|
|
2023
Q1 | $513K | Buy |
5,762
+255
| +5% | +$22.7K | 0.03% | 463 |
|
|
2022
Q4 | $499K | Buy |
5,507
+912
| +20% | +$82.6K | 0.03% | 451 |
|
|
2022
Q3 | $442K | Hold |
4,595
| – | – | 0.03% | 448 |
|
|
2022
Q2 | $442K | Buy |
+4,595
| New | +$442K | 0.03% | 448 |
|
|
2021
Q4 | $582K | Sell |
5,401
-3,369
| -38% | -$363K | 0.03% | 400 |
|
|
2021
Q3 | $875K | Buy |
8,770
+440
| +5% | +$43.9K | 0.03% | 480 |
|
|
2021
Q2 | $854K | Sell |
8,330
-147
| -2% | -$15.1K | 0.03% | 499 |
|
|
2021
Q1 | $756K | Buy |
+8,477
| New | +$756K | 0.03% | 472 |
|