Integrated Wealth Concepts’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 | $384K | Buy |
3,475
+193
| +6% | +$21.4K | ﹤0.01% | 1422 |
|
|
2025
Q1 | $313K | Sell |
3,282
-117
| -3% | -$11.2K | ﹤0.01% | 1394 |
|
|
2024
Q4 | $330K | Sell |
3,399
-179
| -5% | -$17.4K | ﹤0.01% | 1314 |
|
|
2024
Q3 | $323K | Sell |
3,578
-643
| -15% | -$58K | ﹤0.01% | 1292 |
|
|
2024
Q2 | $354K | Sell |
4,221
-415
| -9% | -$34.8K | ﹤0.01% | 1227 |
|
|
2024
Q1 | $453K | Sell |
4,636
-230
| -5% | -$22.5K | 0.01% | 1092 |
|
|
2023
Q4 | $481K | Buy |
4,866
+36
| +0.7% | +$3.56K | 0.01% | 1016 |
|
|
2023
Q3 | $408K | Sell |
4,830
-29
| -0.6% | -$2.45K | 0.01% | 1068 |
|
|
2023
Q2 | $439K | Buy |
4,859
+87
| +2% | +$7.86K | 0.01% | 1045 |
|
|
2023
Q1 | $425K | Buy |
4,772
+2,124
| +80% | +$189K | 0.01% | 909 |
|
|
2022
Q4 | $240K | Sell |
2,648
-609
| -19% | -$55.2K | 0.01% | 883 |
|
|
2022
Q3 | $285K | Buy |
3,257
+727
| +29% | +$63.6K | 0.01% | 754 |
|
|
2022
Q2 | $243K | Buy |
2,530
+54
| +2% | +$5.19K | 0.01% | 819 |
|
|
2022
Q1 | $292K | Sell |
2,476
-18
| -0.7% | -$2.12K | 0.01% | 754 |
|
|
2021
Q4 | $269K | Sell |
2,494
-94
| -4% | -$10.1K | 0.01% | 828 |
|
|
2021
Q3 | $258K | Buy |
+2,588
| New | +$258K | 0.01% | 797 |
|