International Assets Investment Management’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 | $612K | Buy |
+585,236
| New | +$612K | 0.05% | 373 |
|
|
2025
Q1 | – | Sell |
-740,236
| Closed | -$760K | – | 778 |
|
|
2024
Q4 | $760K | Buy |
+740,236
| New | +$760K | 0.06% | 289 |
|
|
2024
Q3 | – | Sell |
-965,001
| Closed | -$951K | – | 1851 |
|
|
2024
Q2 | $951K | Buy |
+965,001
| New | +$951K | 0.09% | 209 |
|
|
2023
Q1 | – | Sell |
-505,077
| Closed | -$509K | – | 1167 |
|
|
2022
Q4 | $509K | Buy |
+505,077
| New | +$509K | 0.05% | 346 |
|
|
2021
Q2 | – | Sell |
-339
| Closed | -$26K | – | 667 |
|
|
2021
Q1 | $26K | Hold |
339
| – | – | ﹤0.01% | 1194 |
|
|
2020
Q4 | $26K | Buy |
+339
| New | +$26K | ﹤0.01% | 1067 |
|