Integrated Wealth Concepts’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
|
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|
2025
Q1 | $313K | Sell |
|
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|
2024
Q4 | $330K | Sell |
|
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|
2024
Q3 | $323K | Sell |
|
|||||
|
2024
Q2 | $354K | Sell |
|
|||||
|
2024
Q1 | $453K | Sell |
|
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|
2023
Q4 | $481K | Buy |
|
|||||
|
2023
Q3 | $408K | Sell |
|
|||||
|
2023
Q2 | $439K | Buy |
|
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|
2023
Q1 | $425K | Buy |
|
|||||
|
2022
Q4 | $240K | Sell |
|
|||||
|
2022
Q3 | $285K | Buy |
|
|||||
|
2022
Q2 | $243K | Buy |
|
|||||
|
2022
Q1 | $292K | Sell |
|
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|
2021
Q4 | $269K | Sell |
|
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|
2021
Q3 | $258K | Buy |
|