Independent Advisor Alliance’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 | $1.06M | Buy |
9,555
+553
| +6% | +$61.2K | 0.03% | 408 |
|
|
2025
Q1 | $860K | Buy |
9,002
+32
| +0.4% | +$3.06K | 0.03% | 399 |
|
|
2024
Q4 | $871K | Buy |
8,970
+649
| +8% | +$63K | 0.01% | 762 |
|
|
2024
Q3 | $751K | Buy |
8,321
+4,384
| +111% | +$395K | 0.03% | 384 |
|
|
2024
Q2 | $330K | Buy |
3,937
+137
| +4% | +$11.5K | 0.01% | 548 |
|
|
2024
Q1 | $371K | Buy |
3,800
+1,031
| +37% | +$101K | 0.01% | 522 |
|
|
2023
Q4 | $274K | Hold |
2,769
| – | – | 0.01% | 567 |
|
|
2023
Q3 | $234K | Sell |
2,769
-7
| -0.3% | -$591 | 0.01% | 577 |
|
|
2023
Q2 | $251K | Buy |
2,776
+337
| +14% | +$30.4K | 0.01% | 572 |
|
|
2023
Q1 | $217K | Buy |
+2,439
| New | +$217K | 0.01% | 595 |
|
|
2022
Q3 | – | Sell |
-2,182
| Closed | -$210K | – | 627 |
|
|
2022
Q2 | $210K | Buy |
2,182
+3
| +0.1% | +$289 | 0.01% | 565 |
|
|
2022
Q1 | $257K | Hold |
2,179
| – | – | 0.01% | 538 |
|
|
2021
Q4 | $235K | Buy |
2,179
+96
| +5% | +$10.4K | 0.01% | 587 |
|
|
2021
Q3 | $208K | Buy |
2,083
+32
| +2% | +$3.2K | 0.01% | 575 |
|
|
2021
Q2 | $210K | Buy |
+2,051
| New | +$210K | 0.01% | 581 |
|